JOB DESCRIPTION

Join our Asia Private Banking Client Service Team for a fulfilling career opportunity.

As a Client Service Associate in Private Bank, you will be part of a team of professionals dedicated to client account management. You'll take responsibility for a select group of clients, offering them tailored attention and solutions. You will be part of a team that values adaptability, attention to detail, and a results-oriented approach.

Job Responsibilities:

• Responsible for daily account management and client service.
• Deliver proactive, personalized client service, including handling transactions (such as FX, Liquidity Funds and Corporate Actions), processing payments and asset transfers, and managing cash flow (loans and deposits).
• Support Bankers with credit related documentation and fiduciary structure services.
• Advocate for digital initiatives.
• Provide troubleshooting support and serve as the team's backup when needed.
• Participate in project activities and initiatives aimed at improving efficiency.

Required Qualifications, Capabilities, and Skills:

• Tertiary education holder or above.
• Over 5 years of experience in client services, relationship management, Business Management or Private Banking support roles.
• Knowledge of private banking investment products and operational aspects.
• Solid understanding of control standards related to money transfers and securities settlement.
• Fluent in English, Cantonese, and Mandarin, with knowledge of both simplified and traditional Chinese characters.
• Strong interpersonal skills and the ability to maintain client and banker relationships.
• Adaptable, detail-oriented, and results-focused.
• Leadership experience in team management or aspiring to be a people manager.
• Valid HKMA licenses 1, 4, and 9 are essential for performing the duties associated with this role and ensuring compliance with regulatory standards.

Preferred Qualifications, Capabilities, and Skills:

• Demonstrated empathy, humility, and a strong desire to serve, as these qualities are key to success in this role.

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.