Asset Management, Intermediary Client Service, Analyst (Contractor)

assionate about building strong relationships and delivering top-tier service, we invite you to explore growth opportunities with us.

Job Responsibilities

• Handle clients' non-investment enquiries and requests via phone and written correspondence

• Handle client onboarding and account maintenance to ensure compliance with internal and regulatory requirements

• Liaise with various functions to review and negotiate client agreements

• Liaise with the operational teams to resolve any queries on client instructions and dealing related activities

• Prepare for client communications surrounding; operational/fund changes, issues or new initiatives

• Manage and log client complaints, feedback and issues etc. ensuring regulatory deadlines and requirements are adhered to

• Participate in projects and initiatives to ensure a consistent and positive client experience; and automate manual processes to enhance efficiency

Required qualifications, capabilities and skills

• University graduate with solid client service experience from financial institutions

• Demonstrate a basic understanding of financial markets and investment products

• Excellent interpersonal skills with client service mind set and able to maintain good client and internal relationships

• Knowledge and/or experience with agreement negotiation skills

• Ability to work independently and meet strict deadlines; great attention to details; and able to demonstrate maturity and confidence to work under pressure

• Fluency in both spoken and written English and Mandarin

• Professional license: SITCA License, or Senior Brokerage License or Trust License is a must

Preferred qualifications, capabilities and skills

• With fund management background is highly preferred

• Proficient in Python, Qlicksense etc. automation tools are preferred

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.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

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.