- Cash Flow Management
- Corporate Actions
- Microsoft Excel
- Relationship Management
- transaction processing
Wealth Management, Client Services Specialist, China Team, Associate
J.P. Morgan Private Banking is a global leader in asset and wealth management services. We offer to Ultra-High Net Worth individuals and families personalized comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities.
The Asia Private Banking Client Service Team is currently seeking a dynamic and dedicated professional to join their team. The team is responsible to provide support to Bankers and Investors, as well as managing the day-to-day administration and servicing for client accounts.
Acts as a primary contact with external clients for day to day account administration and servicing
Provides proactive personalized service including transaction processing/execution of cash products, assist client on cash flow management, inquiries, investigation handling, and account monitoring
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
Assists Bankers in arranging credit facility for client.
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.
At least 5 years of solid Client Service / Relationship Manager support experience from Private Bank
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
Understanding of all control standards, particularly those related to money transfers, securities settlement, hold mail, credit and other transactional services
Good interpersonal skills to service and maintain clients and Bankers relationships
Knowledge of all relevant systems and software packages including e-mail, Excel, Adobe Acrobat and other information sources
Adaptable and able to work in a demanding and unpredictable environment, detail-oriented, think out of box, with market sense and result-oriented.
|Career Level||Intermediate (3-6 years)|