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Wealth Management, Client Services Specialist, China Team, Associate

Req #: 170072455
Location: Hong Kong, , HK
Job Category: Asset Management
Potential Referral Amount: 20000 Hong Kong Dollar (HKD)

J.P. Morgan Private Banking is a global leader in asset and wealth management services. We offer to Ultra-High Net Worth individuals and families personalized comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities.  

 

The Asia Private Banking Client Service Team is currently seeking a dynamic and dedicated professional to join their team.  The team is responsible to provide support to Bankers and Investors, as well as managing the day-to-day administration and servicing for client accounts.

 

Job Responsibilities

  • Acts as a primary contact with external clients for day to day account administration and servicing

  • Provides proactive personalized service including transaction processing/execution of cash products, assist client on cash flow management, inquiries, investigation handling, and account monitoring

  • Opens new accounts as instructed by clients, ensuring all necessary documentation is requested, received and approved for operations and obtain additional documentation from clients as per new regulatory requirement

  • Assists Bankers in arranging credit facility for client.

  • Assists Bankers in preparation for client meetings and marketing trips, and post-meeting follow-up including execution of client instructions, preparation of product proposals and account opening.

LI/POST

  • At least 5 years of solid Client Service / Relationship Manager support experience from Private Bank

  • Good working knowledge of all Private Banking products and the relevant operational aspects; understanding of the documentation, corporate action in related to securities and cash/securities settlement requirements

  • Understanding of all control standards, particularly those related to money transfers, securities settlement, hold mail, credit and other transactional services

  • Good interpersonal skills to service and maintain clients and Bankers relationships

  • Knowledge of all relevant systems and software packages including e-mail, Excel, Adobe Acrobat and other information sources

  • Adaptable and able to work in a demanding and unpredictable environment, detail-oriented, think out of box, with market sense and result-oriented.

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