Asset Management, Asia Funds Client Service, Client Services Executive, Associate / VP, Hong Kong
JF Asset Management Limited
- Company Industries:Financial Services
Job Information
- Post Date:2018-03-07
- Career Level:Middle
- Location:Not Specified
- Salary:Salary provided
- Employment Type:Full Time, Permanent
- Job Function:Fund Management
Job Description
Asset Management
JPMorgan Asset Management is one of the world’s largest and most comprehensive investment managers. We are a leading asset manager of choice for institutions, financial intermediaries and individual investors, worldwide. We have a heritage of more than two centuries, a broad range of core and alternative strategies along with investment professionals operating in every major world market, offering investment experience and insight that few other firms can match.
- Clear focus on managing client assets and delivering strong risk-adjusted returns
- Nearly 1,300 investment professionals providing more than 350 different strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity
- Leadership positions in the U.S., U.K., Continental Europe, Asia, and Japan
Team Background
We are looking for a Client Services Executive with experience working in the servicing and financial sector to join our team responsible for Client Services. The successful candidate will demonstrate strong interpersonal and relationship building skills and be responsible primarily for the daily servicing of our Hong Kong retail clients, with the potential to expanding their responsibility to servicing the broader region.
Key Responsibilities
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Handle clients’ enquiries and requests via phone, written correspondence and sometimes meeting in person
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Handle referrals and escalations from junior team members
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Liaise with the internal teams to resolve any queries on client instructions and dealing related activities
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Preparation of client communications surrounding; operational/fund changes, issues or new initiatives
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Maintain the contact management tool (CRM) logging clients’ activities
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Compile client regular reports and internal senior management reports
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Manage and log client complaints ensuring regulatory deadlines and requirements are adhered to
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Participate in projects and initiatives to ensure a consistent and positive client experience
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Support and provide information to key stakeholders across the business whenever necessary
- University graduate with minimum 5 years of customer service experience in financial industry
- Strong interpersonal and communication skills
- Passionate in delivering exceptional client services
- Self-motivated, responsive, extremely well-organized, detail-oriented and committed to accuracy
- Proactive issue resolution and risk management mindset
- Ability to work independently and meet strict deadlines
- Fluency in verbal English, Cantonese and Mandarin, as well as written English and Chinese
- Proficient in MS Office Suite (Word, Excel, PowerPoint and Outlook)
- SFC Type 1 and 4 licensed
Company Info
J.P. Morgan Asset Management ("JPMAM") provides investment management products and services to institutional and individual investors worldwide. It offers the full spectrum of investment strategies - from equity, cash management, fixed income, currency and asset allocation to alternative asset classes such as private equity, real estate and hedge funds.
Contact
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