דרושים Wealth Management - Client Service Manager Vice President ב-גיי פי מורגן ב-China, Kowloon

Job responsibilities:

• Lead complex, cross-functional projects, aligning results with business strategy and priorities.
• Develop and manage project scope, plans, and workstreams, ensuring resource allocation and milestone achievement.
• Engage and influence stakeholders, fostering collaboration and resolving project execution issues.
• Apply strategic thinking to document current vs. target states, evaluate impacts, and make informed decisions.
• Facilitate requirement walkthroughs with Subject Matter Experts, ensuring robust solutions meet business and regulatory needs.
• Enhance understanding of KYC onboarding and anti-money laundering processes to shape the operating model.
• Ensure project completion in line with Risk, Control, and firm-wide guidelines.
• Identify and implement improvements in Governance and Control activities.

Required qualifications, capabilities, and skills:

• At least 4 years of experience managing complex projects or programs
• Advanced analytical, technical, and problem-solving skills in project management
• Understanding of KYC and anti-money laundering processes in global banking
• Self-starter with excellent problem-solving skills and conflict resolution abilities.
• Strong communication skills in Mandarin, with the ability to influence, gain consensus, and communicate with stakeholders in the Greater China region
• Experience managing diverse teams, focusing on delegation and inclusivity.
• Proficiency in Excel, PowerPoint, Visio, and digital platforms.
• Flexible work hours to support a global model.

Preferred qualifications, capabilities, and skills :

• Bachelor’s degree or equivalent, with professional project management certification (e.g., PRINCE 2).
• Proficiency in JIRA and Confluence; knowledge of data analytics and AI is beneficial.
• Understanding of KYC and anti-money laundering regulatory requirements in Asia Pacific, especially China.
• Encourage innovation through creative problem-solving and technology adoption.

As a Product Implementation Vice President within the Commercial & Investment Bank, you will be responsible for the overall client experience and project management of technical commercial product implementations. Partner with client and internal stake holders to help provide a best-in-class experience. In this role you are often the clients first true experience working with JP Morgan Chase.

Job Responsibilities

• Own the product implementation and training experience for your assigned clients
• Meet and connect with clients through Zoom, Email and other collaborative technologies
• Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
• Manage client and partner expectations and understanding throughout the implementation process
• Implement mixed payable solutions and support our clients with file mapping exercises
• Work with partners in Operations and Product Management to streamline processes
• Identify instances of business risk and show ownership of issues when they arise
• Scope client requests and translate business requirements into detailed technical specifications for treasury services
• Use Microsoft Office tools to document meeting agendas and minutes and project plans. Use of workflow tool for status updates and document repository
• Demonstrate creative problem solving and judgement and be empowered to escalate when necessary
• Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations

Required qualifications, capabilities, and skills

• 6+ years of applicable experience and a passion for delivering a consistent, stellar client and partner experience
• Technical project management experience or experience with complex treasury implementations and comfort in a fast paced, dynamic client-facing environment
• Ability to clearly communicate, partner and influence - leading others to a common goal
• Exhibit adherence to policy and procedures and meet or exceed established SLA
• Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions
• Experience in coaching or mentoring employees and proven ability to successfully manage conflict
• Strategic thinking with the ability to adapt to change
• Microsoft Office Suite experience and project Management, Payments and Receivables experience
• Technical Consulting or business analysis experience in the Enterprise Resource Planning (ERP), systems integration or Application Programming Interface (API) space

Preferred qualifications, capabilities, and skills

• Bachelor of Science or Bachelor of Arts Degree
• Passion for learning new operating models, technologies, and industry trends
• Technical client consulting experience to support technical roles
• PMP or other Project Management Certifications

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

• Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
• Help the community through expansive volunteer opportunities
• Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees

As Product Manager VP, you will lead the development, enhancement, and commercialization of J.P. Morgan Payments’ liquidity management products and solutions. You will own the product lifecycle—from ideation and research to launch and ongoing optimization—ensuring our solutions remain at the forefront of the market. You will collaborate closely with global and regional partners, Sales, Technology, Operations, Compliance and Legal and partner closely with our Mainland China product counterparts to deliver innovative, client-centric solutions.

Key Responsibilities

• Lead the strategy, development, and commercialization of liquidity management products for Hong Kong.
• Work closely with Mainland China product counterparts to ensure seamless cross-border product alignment and delivery.
• Partner with regional and global teams to align product strategy and drive the APAC product roadmap.
• Monitor market trends, regulatory changes, and client needs to identify new opportunities and ensure our offerings remain competitive.
• Collaborate with Sales to refine existing solutions and develop new, differentiated products for our target client segments.
• Work with Technology to deliver cutting-edge digital and payments innovations.
• Manage product P&L, pricing, and commercialization, ensuring strong financial performance.
• Ensure all products comply with regulatory requirements and internal control standards.
• Represent J.P. Morgan in industry forums and regulatory discussions, extending our influence across Hong Kong and the Greater Bay Area in close partnership with China product managers.

Required Qualifications, Skills and Capabilities

• Bachelor’s degree in business, Banking, or other related disciplines.
• Language skills in Mandarin and Cantonese to provide services to Mandarin and Cantonese speaking clients.
• Minimum 8 years of experience in the Cash Management Product space.
• Proven experience in global liquidity management product development within a leading financial institution.
• Knowledge of Working Capital Management is a must, along with strong understanding of Compliance, Controls, and Legal aspects.
• Proven ability to manage multiple stakeholders across Coverage, Sales, Service, Operations, and Technology, with strong influencing skills.
• Experience fronting regulatory bodies and participating in or leading industry-wide initiatives.
• Strategic thinker with the ability to motivate and drive tactical execution; creative problem solver capable of developing innovative and differentiated solutions.
• Strong presentation and communication skills with a keen eye for detail.
• Deep understanding of the payments landscape, regulatory environment, and client needs in Hong Kong and the Greater Bay Area.

Job responsibilities

• Work autonomously as a member of the Corporate Tax team to provide regional tax advisory services across the various businesses
• Be responsible for product, transaction and platform advisory, review of new business initiatives, technical tax updates, tax compliance and general tax planning matters
• Partner closely with the line of business front office, Corporate Tax team colleagues, external advisors and functional support group personnel located both within and outside Asia to deliver technical and commercial tax advice
• Develop and manage effective controls for new products, existing global reporting regimes and work with responsible stakeholders to review and maintain oversight over existing products/ platforms/ processes
• Pursue constant and effective communication with all stakeholders

Required qualifications, capabilities, and skills

• Bachelor’s degree in Accounting, Finance, Law or a related discipline
• Minimum of 10 years of experience in tax with an accounting firm, law firm or inhouse corporate with a focus on advisory
• Strong communication (both written and verbal) and partnership skills
• Well developed analytical thinking, attention to detail and positive/ proactive attitude

Preferred qualifications, capabilities, and skills

• Knowledge of financial market products (including financial derivatives, stock brokerage, stock borrowing and lending, prime brokerage), fund management industry, common fund structures (including related portfolio taxes/treaty entitlements), and reporting regimes such as FATCA/ CRS
• HK stamp duty experience on financial market products
• Knowledge of US tax principles or broad based Asia tax experience
• Proficiency in both written and verbal Chinese language skills

As an Associate in the team you will take responsibility for key projects and initiatives, working closely with global partners and APAC stakeholders in Compliance Conduct Operational Risk (CCOR), as well as key Corporate functions (e.g. Finance, HR, Technology, Real Estate, Resiliency etc.). The role presents an excellent opportunity to interact with senior stakeholders and gain insight into the management of CCOR in a complex global financial institution.

Job Responsibilities:-

• Manage independent headcount, expense, real estate, and budgetary management.
• Produce management information to ensure departmental resources are utilized effectively and to facilitate management decisions on budget and headcount.
• Prepare strategic and financial presentations for management meetings and business reviews to navigate revenue growth strategy and business priorities.
• Support CCOR in achieving business objectives, formulating strategic decisions & initiatives, and identifying risks & opportunities.
• Work closely with various control and support functions on various BAU and ad hoc projects.

Required Qualifications, Capabilities, and Skills

• Minimum 5 years of experience in finance, business management, or strategy roles.
• Strong analytical and problem-solving skills with ability to multi-task changing demands and take ownership
• Strong interest in the Business Management / Governance area
• Ability to work under pressure in a dynamic environment with excellent attention to detail, articulate in written and verbal communication, and present and support conclusions to senior management.
• A team player who can work smoothly with a wide range of stakeholders across multiple disciplines and levels of seniority.
• A self-starter with a can-do attitude and an ability to learn quickly.
• Strong Microsoft Excel and PowerPoint tools.

As an Associate in the Client Service Team, you will be the primary contact for all service-related needs of Private Bank Clients. You work in a team and are responsible to provide support to Bankers and Investors by working with various product partners and operations to deliver a seamless and integrated experience to clients across all Private Bank products.

Job responsibilities

• Act as primary contact with external clients and Integrated team for day-to-day account administration and servicing
• Provide proactive personalized service on transaction processing such as deposits, loans, asset transfers, execution of cash products, cash flow management, corporate action, servicing inquiries and investigation handling etc
• Assist Clients in all account maintenance related requests such as change of contact details, company and account structure update, KYC update and ensures all necessary documentation is processed in accordance with Bank’s standards
• Outreach proactively to client for digital adoption
• Assist Bankers in execution of credit facility, facilitates ad-hoc client requests, trouble shooting, and help drives any remediation or campaign that is required from Bank

Required qualifications, capabilities, and skills

• Bachelor’s degree in any discipline
• 6 years of Client Service / Relationship Management experience from Private Bank or Retail Banking
• Basic working knowledge of Private Banking products including relevant operational processes on cash management, KYC document review, corporate action and banking products etc
• High sensitivity to Banking Control Standards particularly those related to money transfers, securities transfer, credit, and any other transactional services
• Good interpersonal skills on servicing and ability to maintain and deepen relationships
• Good oral and written communication skills in English, Cantonese and Mandarin, the role is required to support Chinese or English spoken clients in China and Hong Kong
• Capable of interacting with clients directly and able to resolve client inquiries and trouble shoot problems independently
• Knowledge of all relevant systems and software packages including Outlook, Excel, Adobe Acrobat, and other information sources
• HKMA type 1, 4, 9 certified are essential for performing the duties associated with this role and ensuring compliance with regulatory standards or fulfill the license requirement within 4 months upon employment

Preferred qualifications, capabilities, and skills

• Knowledge of all relevant systems and software packages including e-mail, Excel, Adobe Acrobat and other information sources
• Fast paced, good teamwork, adaptable, multi-tasking and able to work in a demanding and unpredictable environment
• Detail-oriented, think out of box and result-oriented

Job responsibilities

• Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems

• Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
• Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development
• Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
• Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture
• Contributes to software engineering communities of practice and events that explore new and emerging technologies
• Adds to team culture of diversity, opportunity, inclusion, and respect
  

Required qualifications, capabilities, and skills

• Formal training or certification on software engineering concepts and 3+ years applied experience
• Experience in core java, spring, Web development, AWS services , System design, lambda , SQS, step function
• Hands-on practical experience in system design, application development, testing, and operational stability
• Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages
• Overall knowledge of the Software Development Life Cycle
• Solid understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
• Demonstrated knowledge of software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)

Preferred qualifications, capabilities, and skills

• Familiarity with modern front-end technologies
• Exposure to cloud technologies