JOB DESCRIPTION

We are looking for exceptionally talented individuals who are collaborative, confident, and motivated to deliver a first-class client experience. If you have an entrepreneurial mindset and are driven to continuously challenge yourself, JPMorgan Chase is the place for you. You will work alongside talented colleagues across markets, businesses, and functions, with opportunities to take your career to the next level.

As an Associate in the Client Service Team, you will be the primary point of contact for service-related needs of Private Bank clients. Working as part of an integrated team, you will support Bankers and Investors by partnering with product specialists and operations to deliver a seamless, end-to-end client experience across the full suite of Private Bank products.

Job Responsibilities

• Act as the primary contact for external clients and internal partners for day-to-day account administration and servicing.
• Provide proactive, personalized support for transaction processing, including deposits, loans, asset transfers, cash product execution, cash flow management, corporate actions, servicing inquiries, and investigation handling.
• Support account maintenance requests (e.g., change of contact details, changes to company and/or account structure) and ensure required documentation is completed in accordance with the Bank's standards.
• Proactively engage clients to support digital adoption.
• Support Bankers in credit facility execution; handle ad hoc client requests, troubleshooting, and help drive remediation and/or client campaigns as required.
• Drive process improvements and strategic change initiatives to enhance efficiency and client experience.

Required qualifications, capabilities and skills

• Minimum 7 years' experience in client service and/or relationship management support within private banking.
• Must be HKMA-registered (for an Authorized Institution) to conduct SFC Regulated Activities Type 1, Type 4 and Type 9.
• Strong working knowledge of private banking products and related operational processes, including cash management, KYC documentation review, corporate actions, and banking products.
• Strong risk and controls mindset, with high sensitivity to Private Banking control standards, particularly relating to money transfers, securities transfers, credit, and transactional services.
• Strong interpersonal skills with the ability to maintain and deepen client relationships.
• Strong written and verbal communication skills in English, Cantonese and Mandarin.
• Comfortable interacting directly with clients; able to resolve inquiries and troubleshoot independently.
• Thrives in a fast-paced environment; strong teamwork, adaptability, and ability to multitask under pressure.
• Detail-oriented, innovative problem-solver, and results-driven.

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.


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.