Asset Management - Asia Client Onboarding Management - Associate at JPMorganChase

Job Description:

Latest job information from JPMorganChase for the position of Asset Management - Asia Client Onboarding Management - Associate. If the Asset Management - Asia Client Onboarding Management - Associate vacancy in Hong Kong matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at JPMorganChase for the position of Asset Management - Asia Client Onboarding Management - Associate below matches your qualifications.

The Asia Client Onboarding Management team is responsible for project managing the end-to-end implementation of new Institutional client mandates, JPM internal Fund launches and Life-Cycle events on the respective investment accounting platform(s). The team also facilitate various types of product account opening and set-up, e.g. segregate mandate account, fund account, alternative product account. The team work cross-functionally with Clients, Senior Representatives from Investment Desks, Product Development, Client Account Management, Compliance, Risk and Control functions as well as subject matter experts in Investment Operations, Technology and Third-Party vendors.

• Take part in project managing new account onboarding’s for Institutional Client mandates inclusive of Segregated portfolios, Advisory and Sub-Advisory mandates and additionally manage lifecycle events such as Mergers, Liquidations and Closures, In-Species and Custody Changes.
• Act as the point of contact with and for the Client during the end-to-end onboarding timeline. At the point of new business win, you will be introduced as the onboarding specialist lead and you will be responsible for end-to-end Client engagement, coordination and management until funding.
• Lead internal stakeholders and external Client meetings to ensure events are effectively scoped, managed and delivered within agreed timeframes providing an excellent level of Client service.
• Complete and maintaining event documentation, including onboarding checklists, account opening information, product specifications, project plans and any other related documents. Additionally,, perform control checkpoints and authorization of Client mandates prior to launch.
• Collaborate effectively across internal teams to leverage expertise, products and service delivery. Lead on business support initiatives including representation at Control Committee Meetings or through the New Instrument Approval process.
• Demonstrate strong communication skills through regular status reporting to key stakeholders and proactively identify risk and control issues to prevent and mitigate risks.
• Support the global client onboarding teams to develop best practice standards and consistency and identify ways to improve processes/procedures to enhance the Client experience.
• Manage the onboarding process including Investment Management Agreements, account opening and set-up, communication with client and other third parties.
• Coordinate Know Your Customer (KYC) (onboarding) in partnership with Client Advisors, Client Service teams and Compliance teams.
• Support various type of product account opening and onboarding, e.g. segregate mandate account, fund account, alternative product account.

• The ability to clearly and effectively communicate with clients, both verbally and in writing, is essential, and this includes active listening, understanding client needs, and conveying information in a way that is easy to understand.
• Building and maintaining positive relationships with clients is essential. This involves being empathetic, patient, and approachable.
• Strong verbal, written and interpersonal communication skills to build relationships with senior business stakeholders and Clients.
• Excellent time management skills. Managing multiple client requests and tasks efficiently is important to ensure timely responses and resolutions.
• Collaborating with other team members to provide comprehensive client support.
• A solid level of financial product knowledge including Equity, Fixed Income, Currency, Derivatives and Funds Investment.
• Trade flow knowledge from event inception, trade execution through to operational settlement. A strong understanding of Fund Accounting, Transfer Agency and Custody knowledge.
• Project Management experience with the ability to manage initiatives concurrently end to end.
• Strong interpersonal skills, comfortable working with a wide audience varying in degrees of seniority and ability to develop effective relationships with key business partners. A team player who is flexible and can maintain both a positive attitude and high level of performance in demanding/time-sensitive situation.
• Strong MS Office skills including Excel, Word, Visio and PowerPoint and ability to use web-based technology effectively.
• Disciplined, self-motivated, and delivery-focused individual who is able to work independently where required.

• Asset Management or relevant Investment Banking, Wealth Management experience.
• Ability to identify process improvements and implement appropriate changes using digital tooling e.g. Python, Tableau, Alteryx.
• Fluency in verbal English, Cantonese; proficiency in Mandarin (both written and spoken) is preferred.
• Possession of an SFC license is preferred.
• Flexible/ability to adapt to change

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. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. 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.

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.

• Not Applicable

• Full-time

• Finance and Sales

Job Info:

• Company: JPMorganChase
• Position: Asset Management - Asia Client Onboarding Management - Associate
• Work Location: Hong Kong
• Country: HK

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Asset Management - Asia Client Onboarding Management - Associate at the office Hong Kong above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.