Job ref no.: CT3128817-01#5430

Wealth Management, Investment Professional, Hong Kong and Philippines

JPMorgan Chase Bank, N.A.

  • Acts as a primary contact with external clients for day to day account administration, servicing, execution of investment securities and products
  • Answer phones to assist clients, address their queries and/or provide backup to the Client Advisors
  • Provides proactive personalized service including transaction processing/execution of investment products, assist client on cash flow management, inquiries, investigation handling, and account monitoring
  • Assist in brokerage trade execution (mostly reactive, however some proactive client outreach required)
  • Opens new accounts as instructed by clients, ensuring all necessary documentation is requested, received and approved for operations
  • Assists advisors in preparation for client meetings, help prepare and provide analysis of investment performance or other client presentations to deliver to clients
  • Create Mandates/DPMs to be reviewed by Advisors for approval and signoff. Help with account opening documentation
  • Partner with the CSS team and any other member of the broader team in the daily management of DDAs, MMAs, IMAs, Brokerage Accounts and Credit facilities and any other accounts or activities relating to the overall client relationship
  • Help prepare and maintain DDRs as requested by our internal policies and procedures
  • Help input all call memos and pipeline information on a daily basis into ClientConnect
  • Reconcile trade blotters daily, manage trade inputs and coordinate post-execution trade process is complete
  • Help prepare and maintain DDRs, coordinate periodic reviews, transaction reviews and ensuring all account documentation are up to date as requested by our internal policies and procedures
  • Work on account updates with Account Maintenance team
  • Alternative Investments document management
  • Attend GWM Morning Meetings
  • Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
  • Risk Management - monitor exceptions and work with advisors to resolve 'what-if' scenario based analysis and developing Investment Plans for Advisors to present to clients, and using JPM wealth modeling tools
  • Business Management - Assist Team Lead on monitoring exceptions, managing sales management priorities, pipeline input and tracking follow ups

  • College degree required
  • Minimum 2 years of solid client service and account administration experience within the financial services industry
  • Good oral and written communication skills; capable of dealing with clients independently and able to understand client inquiries and problems; possess judgment and discretion in working with highly confidential information
  • Knowledge of all relevant systems and software packages including e-mail, lotus notes, Powerpoint, Excel, and other information sources
  • Excellent interpersonal skills, both written and oral to service and maintain clients and bankers relationship
  • Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
  • Ability to multi-task and manage priorities effectively
  • Good judgment and problem solving skills
  • Absolute discretion when dealing with confidential matters
  • Ability to work both independently and as a team player
  • Exceptional follow-up and follow-through skills
  • General comfort level with Internet/Intranet usage and ability to learn proprietary software
  • Fluent written and spoken English, Mandarin language skill a major plus
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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

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More job information
Job ref no. CT3128817-01#5430
Job Function
Employment Term
  • Permanent
  • Full-time
  • 2 years - 7 years
Career Level
  • Non-management level
  • Degree