Wealth Management - China Market Client Service Specialist - Analyst
Aumni
IT, Accounting & Finance, Customer Service
Kowloon, Hong Kong
Posted on Oct 22, 2024
Job Description
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Analyst in the Client Service Team, you will be the primary contact for all service related needs of Private Bank Clients. You work in a team and are responsible to provide support to Bankers and Investors by working with various product partners and operations to deliver a seamless and integrated experience to clients across all Private Bank products.
Job responsibilities
- Act as primary contact with external clients and Integrated team for day to day account administration and servicing
- Provide proactive personalized service on transaction processing such as deposits, loans, asset transfers, execution of cash products, cash flow management, corporate action, servicing inquiries and investigation handling etc
- Assist Clients in all account maintenance related requests such as change of address, updated KYC changes and ensures all necessary documentation is processed in accordance with Bank’s standards
- Outreach proactively to client for digital adoption
- Assist Bankers in execution of credit facility, facilitates ad-hoc client requests, trouble shooting and help drives any remediation or campaign that is required from Bank
Required qualifications, capabilities, and skills
- 2 years of solid Client Service / Relationship Manager support experience from Private Bank
- Good working knowledge of all Private Banking products including relevant operational processes on cash management, KYC document review, corporate action and banking products etc
- High sensitivity to Private Banking Control standards particularly those related to money transfers, securities transfer, credit and any other transactional services
- Good interpersonal skills on servicing and ability to maintain and deepen relationships
- Good oral and written communication skills (in English, Cantonese and Mandarin), given the role is required to support Chinese speaking clients
- Capable of interacting with clients directly and able to resolve client inquiries and trouble shoot problems independently
- Knowledge of all relevant systems and software packages including Outlook, Excel, Adobe Acrobat and other information sources
Preferred qualifications, capabilities, and skills
- Knowledge of all relevant systems and software packages including e-mail, Excel, Adobe Acrobat and other information sources
- Fast paced, good teamwork, adaptable, multi-tasking and able to work in a demanding and unpredictable environment
- Detail-oriented, think out of box and result-oriented
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.