J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client's full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist.
As a Client Service Executive - Vice President with a focus in fund business within Asset Management, you will bring extensive managerial, performance and project management experience, along with a background in Taiwan's Asset Management and ideally knowledge in ETFs. Your role will be crucial in identifying and addressing risks and issues in client service and resource management, while supporting business needs and operations to achieve optimal results within agreed operating model framework. You will collaborate closely with sales, legal, compliance, operations, and overseas client service teams to solve problems and drive execution.
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Job responsibilities
- Cultivate long-term partnerships with key clients and distributors by understanding their business needs and agendas. Manage client-impacting changes and projects in compliance with internal and regulatory requirements.
- Act as the escalation point for the client service teams who cover the day-to-day contact for fund clients, including banks, insurance companies, and e-platforms, etc. Ensure the team delivers exceptional client service and meets assigned deliverables. Communicate significant client issues internally and escalate as appropriate.
- Develop and maintain strong relationships with internal stakeholders to facilitate business growth.
- Influence internal stakeholders and continuously improve efficiencies and effectiveness of the teams whilst optimizing client experience and driving down risks and manual efforts.
- Initiate, participate or coordinate onshore or global projects to enhance client experience, address regulatory changes, and support regional initiatives. Partner closely with regional and global project teams on global initiatives.
- Prepare and analyze the team's monthly Management Information System (MIS) reports and understand capacity narratives and resource planning.
- Drive a robust risk and control environment, proactively resolving issues and managing risks.
Required qualifications, capabilities, and skills
- Over ten years of experience in financial services, specializing in client service management, people management, projects and change, and/or experience in working in Taiwan as well as global teams.
- Strong interpersonal skills with a client-focused mindset; able to negotiate with senior contact points in clients' offices; collaborate with sales and internal partners to drive client experience and service delivery and execution.
- Detail-oriented, diligent, and capable of multitasking in a team environment.
- In-depth knowledge of regulations, products, and services.
- Adaptable to change, supporting strategies for business transformation.
- Proven ability to contribute to building high-performing teams, emphasizing continuous learning and be a culture carrier.
- Results-oriented, ensuring solutions meet client needs and align with the firm's goals.
- Experience in fast-paced, deadline-driven environments.
- Excellent communication and presentation skills in English and Mandarin.
- Professional license: SITCA License is a must.
Preferred qualifications, capabilities, and skills
- Relevant experience in ETF business is preferred.
ABOUT US
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. 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.
ABOUT THE TEAM
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.