Private Bank Associate – China Market (Hybrid)

JPMorgan Chase Bank, N.A.; Hong Kong; Híbrido; HKD 650.000 - 900.000; Jornada completa

Descripción de la vacante

JPMorgan Chase Bank, N.A. is seeking a Hybrid Professional in the China Market to support Client Advisors with daily business activities, KYC documentation, and trading lifecycle management.

The role requires close collaboration with colleagues across markets and functions, with an emphasis on accuracy, discretion, and client service in both English and Mandarin. The successful candidate will monitor client accounts, assist with periodic reviews, and prepare investment analyses and client

Formación

• Bachelor’s degree in Finance or Business or equivalent.
• Minimum 5 years of client service and/or relationship manager support experience in Private Bank, with background in brokerage and/or trading.
• Dynamic and independent team player with strong interpersonal and communication skills.
• Ability to work under tight market deadlines and accuracy in executing clients’ directed orders.
• Absolute discretion when dealing with confidential matters.
• Strong organisational and prioritisation skills and good judgement from risk perspectives.
• Self-starter, extremely organized and detail-oriented with strong commitment to accuracy.
• Ability to multi-task and manage priorities effectively.

Responsabilidades

• Monitor client accounts and assist with daily account administration, updating documentation and periodic reviews.
• Support Client Advisors in KYC documentation, processes and suitability assessments and reporting.
• Own the full trading life-cycle from pre-trade checks to post-trade reporting and disclosures.
• Develop in-depth knowledge of all asset classes and products offered by the Private Bank.
• Act as primary contact with external clients for day-to-day account administration and servicing.
• Partner with Client Service and broader team in daily management of accounts and credit facilities.
• Assist advisors in preparation for client meetings and client performance analyses.

Conocimientos

Client service

Relationship management

Bilingual English Mandarin

Educación

Bachelor's degree in Finance or Business

Descripción del empleo

JPMorgan Chase Bank, N.A. is seeking a Hybrid Professional in the China Market to support Client Advisors with daily business activities, KYC documentation, and trading lifecycle management.

The role requires close collaboration with colleagues across markets and functions, with an emphasis on accuracy, discretion, and client service in both English and Mandarin. The successful candidate will monitor client accounts, assist with periodic reviews, and prepare investment analyses and client