We are looking for a Client Account Manager (CAM) with experience working in the servicing and/or financial sector to join our team responsible for delivering exceptional client service to Institutional clients of J.P. Morgan Asset Management in Hong Kong as well as, with the potential to expand their responsibility to service the broader region and other client types.
As a Client Account Manager, Associate in Asset Management, you will act as the point of contact for daily servicing needs of our clients, and develop an understanding of the unique requirements of clients across all asset classes and champion those requirements within the context of the larger firm. In addition, you will partner with Client Advisors (Sales) and Investment/Product Specialists to form a dedicated integrated service team for each assigned client with a segregated mandate. You will demonstrate effective communication, interpersonal and relationship building skills along with an organised approach and controls mindset reporting to the team lead based in Hong Kong.
Job Responsibilities:
Act as day-to-day client service contact for non-investment related activity, managing client relationships. This includes responding to requests from clients' auditors, consultants, and other third parties, while balancing client needs with a focus on risk and controls to protect the firm. Provide administrative support and service coverage for Hong Kong Pension client Communicate and escalate/document client-impacting issues, regulatory changes, and business changes to clients and internal stakeholders as appropriate Perform, in compliance with internal procedures and processes, all required client service functions throughout client lifecycle, including: Collaborate with Request for Proposal (RFP) and Client Advisors (CA) teams to provide information and answers to prospect questions when needed Assist in any agreement negotiation and execution Coordinate Know Your Customer (KYC) process (onboarding and refresh) in partnership with Client Advisors and Compliance teams Respond to day-to day queries and delivering our service offering, including coordination of client cash flows, callback and account maintenance of client records Attend client meetings and events as appropriate, record feedback, and drive changes to enhance the client experience. Participate and contribute to client-impacting business, technology, and regulatory-driven projects and initiatives.Required qualifications, capabilities and skills:
Bachelor’s degree or equivalent in any discipline Minimum 5 years previous experience at an asset management or financial services firm, and background in client service demonstrating knowledge of products, markets, and regulations Strong interpersonal, communication (written and oral), negotiation and influencing skills Enthusiastic and dynamic in delivering exceptional client services; an initiative-taker who is adaptive, fast-learning, responsive, extremely well-organised, detail-oriented and committed to accuracy and attention to detail Ability to work independently and with teams, multi-task and meet strict deadlines. Strong organisational, and prioritisation skills are required alongside effective judgement from a risk and escalation perspective Flexible/ability to adapt to change Proficient in MS Office Suite (Word, Excel, PowerPoint, and Outlook)Preferred qualifications, capabilities, and skills:
Fluency in verbal English and Cantonese; proficiency in Mandarin (both written and spoken) is preferred. Possession of an SFC license is preferred.