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JP Morgan Chase

Runs a consumer bank and an investment bank

Client Service Associate - International Private Bank

Customer SupportPosted on Nov 12
Full-timeKwun Tong, Hong KongNo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree in any discipline is required.
  • Six years of client service or relationship management experience in private banking or retail banking is required.
  • Basic working knowledge of private banking products and related operational processes, including cash management, Know Your Customer (KYC) document review, corporate actions, and banking products, is required.
  • High sensitivity to banking control standards, particularly those related to money transfers, securities transfers, credit, and other transactional services, is required.
  • Interpersonal skills in client servicing and the ability to maintain and deepen client relationships are required.
  • Strong oral and written English communication skills, along with good Cantonese and Mandarin, are required to support Chinese- or English-speaking clients in China and Hong Kong.
  • The ability to interact directly with clients, resolve inquiries, and troubleshoot problems independently is required.
  • Knowledge of relevant systems and software, including Outlook, Excel, Adobe Acrobat, and other information sources, is required.
  • HKMA Type 1, 4, and 9 certification is required to perform the role and ensure regulatory compliance, or the license requirements must be fulfilled within four months of employment.

Responsibilities

  • Act as the primary contact for external clients and the integrated team for day-to-day account administration and servicing.
  • Provide proactive, personalized service for transaction processing, including deposits, loans, asset transfers, execution of cash products, cash flow management, corporate actions, servicing inquiries, and investigations.
  • Assist clients with account maintenance requests, including changes to contact details, company and account structure updates, and KYC updates, ensuring required documentation is processed according to bank standards.
  • Proactively reach out to clients to encourage digital adoption.
  • Assist bankers with credit facility execution, ad hoc client requests, troubleshooting, and bank remediation or campaign activities.

Desired Qualifications

  • Knowledge of relevant systems and software, including email, Excel, Adobe Acrobat, PowerPoint, and other information sources.
  • Ability to work in a fast-paced, demanding, and unpredictable environment while collaborating with a team, adapting, and multitasking.
  • Attention to detail, out-of-the-box thinking, and a results-oriented approach.
  • A strong interest in artificial intelligence and being technology savvy.

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1799

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