Wealth Management, Client Service, Greater China Team, Associate
JPMorgan Chase Bank, N.A.
- Company Industries：Financial Services
Job Information
- Post Date：2017-12-06
- Career Level：Middle
- Location：Not Specified
- Salary：Salary provided
- Employment Type：Full Time, Permanent
- Job Function：Private Banking Others
Job Description
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Acts as a primary contact with external clients for day to day account administration and servicing
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Provides proactive personalized service including transaction processing/execution of cash products, assist client on cash flow management, inquiries, investigation handling, and account monitoring
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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
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Assists Bankers in arranging credit facility for client.
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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
Qualifications
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At least 5 years of solid Client Service / Relationship Manager support experience from Private Bank
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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
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Understanding of all control standards, particularly those related to money transfers, securities settlement, hold mail, credit and other transactional services
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Good interpersonal skills to service and maintain clients and Bankers relationships
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Knowledge of all relevant systems and software packages including e-mail, Excel, Adobe Acrobat and other information sources
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Adaptable and able to work in a demanding and unpredictable environment, detail-oriented, think out of box, with market sense and result-oriented.
- Language requirement: Fluent English, Cantonese and Mandarin.
Company Info
J.P. Morgan is a global leader in financial services, working in collaboration across the globe to deliver the best solutions and advice to meet our clients’ needs. We operate in 100 countries, and hold leadership positions across our different lines of businesses. We have an exceptional team of employees who work hard to do the right thing for our clients and the firm. This is why we are the most respected financial institution in the world – and why we can offer you an outstanding career.
About Global Wealth Management: With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets by leveraging the Private Bank’s products and solutions. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships through an integrated team structure with a platform of depth and breadth.
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