Job Description
We are looking for a Client Account Manager (CAM) with experience working in the servicing and/or financial sector to join our team responsible for delivering exceptional client service to Institutional clients of J.P. Morgan Asset Management in Hong Kong as well as, with the potential to expand their responsibility to service the broader region and other client types.
As a Client Account Manager, Associate in Asset Management, you will act as the point of contact for daily servicing needs of our clients, and develop an understanding of the unique requirements of clients across all asset classes and champion those requirements within the context of the larger firm. In addition, you will partner with Client Advisors (Sales) and Investment/Product Specialists to form a dedicated integrated service team for each assigned client with a segregated mandate. You will demonstrate effective communication, interpersonal and relationship building skills along with an organised approach and controls mindset reporting to the team lead based in Hong Kong.
Job Responsibilities:
- Act as day-to-day client service contact for non-investment related activity, managing client relationships. This includes responding to requests from clients' auditors, consultants, and other third parties, while balancing client needs with a focus on risk and controls to protect the firm.
- Provide administrative support and service coverage for Hong Kong Pension client
- Communicate and escalate/document client-impacting issues, regulatory changes, and business changes to clients and internal stakeholders as appropriate
- Perform, in compliance with internal procedures and processes, all required client service functions throughout client lifecycle, including:
- Collaborate with Request for Proposal (RFP) and Client Advisors (CA) teams to provide information and answers to prospect questions when needed
- Assist in any agreement negotiation and execution
- Coordinate Know Your Customer (KYC) process (onboarding and refresh) in partnership with Client Advisors and Compliance teams
- Respond to day-to day queries and delivering our service offering, including coordination of client cash flows, callback and account maintenance of client records
- Attend client meetings and events as appropriate, record feedback, and drive changes to enhance the client experience.
- Participate and contribute to client-impacting business, technology, and regulatory-driven projects and initiatives.
Required qualifications, capabilities and skills:
- Bachelor's degree or equivalent in any discipline
- Minimum 5 years previous experience at an asset management or financial services firm, and background in client service demonstrating knowledge of products, markets, and regulations
- Strong interpersonal, communication (written and oral), negotiation and influencing skills
- Enthusiastic and dynamic in delivering exceptional client services; an initiative-taker who is adaptive, fast-learning, responsive, extremely well-organised, detail-oriented and committed to accuracy and attention to detail
- Ability to work independently and with teams, multi-task and meet strict deadlines. Strong organisational, and prioritisation skills are required alongside effective judgement from a risk and escalation perspective
- Flexible/ability to adapt to change
- Proficient in MS Office Suite (Word, Excel, PowerPoint, and Outlook)
Preferred qualifications, capabilities, and skills:
- Fluency in verbal English and Cantonese; proficiency in Mandarin (both written and spoken) is preferred.
- Possession of an SFC license is preferred.
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.
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.
Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.
Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.
©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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