Job Description

Job responsibilities

• Assisting Sales to put together comprehensive account plans/ research materials/ client analysis/client proposals for identifying strategic opportunities. Also, assist Sales to manage and keep the client profile updated along with data analysis/statistics enabling business growth.
• Help drive the projects/ initiatives of strategic focus for Hong Kong or across APAC markets, including but not limited to conducting research/ preparing client presentation/participating in end to end internal review and approval process.
• Establish strong rapport with extensive network of internal partners to provide connectivity across the firm and promote cross regional collaboration
• Prepare for Global Account planning discussions and participate in internal planning and market review conversations, in support with data to sales in generating insights for both short and long term business development and strategies.
• Support Sales across the end-to-end sales lifecycle for NBFI clients, with a strong understanding of NBFI industry verticals (preferably Asset Managers).
• Support the sales of the full Payments product suite/solutions for an assigned portfolio, including treasury services, merchant services, and trade & working capital solutions.
• Support Sales in client onboarding activities including but not limited to client due diligence in accordance with J.P. Morgan’s internal guidelines in Anti-Money Laundering and Know Your Clients; onboarding approval process; timely updates of pricing & billing structures and efficient implementation process for new and existing clients.
• Liaise closely with Client Service & Implementation team in new account opening and products setups for new and existing clients as to ensure accurate and timely implementation.
• Handle pipeline management, maintain accurate information and facilitate Sales on required deal governance processes and proper documentation filing is in good order per internal guidelines.
• Assist Sales in promoting an effective operative risk environment including but not limited to (1) accurate and timely new onboarding/renewals and completion of Know Your Clients and other internal reporting and /or approval requirements (2) managing Anti-Money Laundering (AML) Request for Information database and status tacker (3) work with clients and internal teams on AML related matters as to smoothen the compliance investigations and screening.
• Assist Sales to organize and coordinate client events (forums/ roundtables) and communication to promote and strengthen J.P. Morgan’s franchise

Required qualifications, capabilities, and skills

• Bachelor’s degree or equivalent in Finance, Economics, Business Administration, or a related field
• Have strong drive and rigor to ensure all facets of the business and portfolio succeed
• Excellent communication and analytic skills
• You require to be a strong team player who will work collaboratively with Global, and Regional stakeholders within the firm including Global Corporate Bank, Securities Services, Markets, Investment Banking, Investor Client Management and other Commercial and Investment Bank colleagues.

Preferred qualifications, capabilities, and skills

• Strong understanding of diverse NBFI industry verticals and the Payments Sales function
• Strong understanding of Payments products/solutions (Cash, Liquidity, foreign exchange, information management) that are relevant to NBFI clients
• Cantonese and Mandarin is preferred to enhance client communications.

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.