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Asset Management - Alternative Investments Client Account Manager – Vice President

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 6 days ago

No clicks

**VP - Asset Management - Alternative Investments Client Account Manager** Manage institutional clients' alternative investments journey in J.P. Morgan's Asset Management. Coordinate client onboarding, inquiries, and meetings. Identify service improvements and drive implementation. Collaborate with sales teams and stakeholders globally. Required: Asset management firm experience, client service background, strong judgment, business acumen, and fluency in English. SFC License mandatory. Preferred: Bachelor's degree, Alternative investments background, additional Asia language fluency.

Compensation
Not specified HKD

Currency: $ (HKD)

City
Hong Kong
Country
Hong Kong

Full Job Description

Location: Kwun Tong, Kowloon, Hong Kong

This position is a key resource to the Global Alternatives client service teams and engage in a broad array of business activities.

As a VP in the Institutional Client Account Manager Team, you will be responsible for delivering exceptional client experience to Institutional clients investing in Alternative strategies of J.P. Morgan Asset Management in partnership with colleagues in Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client. You will work with the Head of Institutional Client Account Management for Alternatives Investments on various projects and have the opportunity to partner with internal stakeholders at varying levels of the organization. 

Job Responsibilities

  • Coordinate onboarding and servicing with clients and 3rd parties, fielding inquiries, researching requests, and coordinating appropriate responses.
  • Understand client relationship with JPMorgan including global relationships and clients relationships with other asset managers and consultants.
  • Identify client experience improvements and efficiencies and driving the plan to implement changes.
  • Participate in client meetings and events as appropriate (including due diligence meetings)
  • Plan and organize internal business meetings and manage follow-up/action items.
  • Support the creation and management of team policies and procedures as well as templates and outline data requirements for MIS/KPI reporting.
  • Be the key contact for clients, key stakeholders, and the business for all service-related client matters
  • Provide support/partner with the sales teams.
  • Develop strong relationships with local offices, Client Service teams globally in US, EMEA and APAC
  • Co-ordinate KYC in partnership with Client Advisors.

     

 

Required qualifications, capabilities, and skills

  • Previous experience at an asset management firm; background in client service and/or institutional client base 
  • Good understanding of the asset management structure and key stakeholders
  • Ability to develop strong client and internal relationships and an in-depth understanding of client servicing needs
  • Strong judgement and decision-making skills with a risk mind set
  • Business acumen for financial concepts, ability to speak intelligently and confidently while using applied financial reasoning
  • Ability to work independently and manage multiple projects across business areas to achieve results
  • Highly attentive, ability to focus, excellent follow-through, flexibility and stellar grammar and English skills; Fluency in verbal and written English
  • Strong critical thinking skills i.e. ability to analyze, synthesize and interpret data, etc.     
  • Proactive and flexible with ability to adapt to change
  • Demonstrate influencing skills
  • SFC License is required

 

Preferred qualifications, capabilities, and skills

  • Strong interpersonal and communication (written and oral) skills
  • Self-starter who is adaptive, fast-learning, responsive, extremely well-organized, detail-oriented and committed to accuracy
  • Bachelors degree (or equivalent) preference given to business-focused disciplines
  • Background in client service or in a client facing role especially in areas related to Alternative investments
  • Fluency in another Asia language will be a plus
Global Alternatives Business Focus

Asset Management - Alternative Investments Client Account Manager – Vice President

Compensation

Not specified HKD

City: Hong Kong

Country: Hong Kong

J.P. Morgan logo
Bulge Bracket Investment Banks

6 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**VP - Asset Management - Alternative Investments Client Account Manager** Manage institutional clients' alternative investments journey in J.P. Morgan's Asset Management. Coordinate client onboarding, inquiries, and meetings. Identify service improvements and drive implementation. Collaborate with sales teams and stakeholders globally. Required: Asset management firm experience, client service background, strong judgment, business acumen, and fluency in English. SFC License mandatory. Preferred: Bachelor's degree, Alternative investments background, additional Asia language fluency.

Full Job Description

Location: Kwun Tong, Kowloon, Hong Kong

This position is a key resource to the Global Alternatives client service teams and engage in a broad array of business activities.

As a VP in the Institutional Client Account Manager Team, you will be responsible for delivering exceptional client experience to Institutional clients investing in Alternative strategies of J.P. Morgan Asset Management in partnership with colleagues in Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client. You will work with the Head of Institutional Client Account Management for Alternatives Investments on various projects and have the opportunity to partner with internal stakeholders at varying levels of the organization. 

Job Responsibilities

  • Coordinate onboarding and servicing with clients and 3rd parties, fielding inquiries, researching requests, and coordinating appropriate responses.
  • Understand client relationship with JPMorgan including global relationships and clients relationships with other asset managers and consultants.
  • Identify client experience improvements and efficiencies and driving the plan to implement changes.
  • Participate in client meetings and events as appropriate (including due diligence meetings)
  • Plan and organize internal business meetings and manage follow-up/action items.
  • Support the creation and management of team policies and procedures as well as templates and outline data requirements for MIS/KPI reporting.
  • Be the key contact for clients, key stakeholders, and the business for all service-related client matters
  • Provide support/partner with the sales teams.
  • Develop strong relationships with local offices, Client Service teams globally in US, EMEA and APAC
  • Co-ordinate KYC in partnership with Client Advisors.

     

 

Required qualifications, capabilities, and skills

  • Previous experience at an asset management firm; background in client service and/or institutional client base 
  • Good understanding of the asset management structure and key stakeholders
  • Ability to develop strong client and internal relationships and an in-depth understanding of client servicing needs
  • Strong judgement and decision-making skills with a risk mind set
  • Business acumen for financial concepts, ability to speak intelligently and confidently while using applied financial reasoning
  • Ability to work independently and manage multiple projects across business areas to achieve results
  • Highly attentive, ability to focus, excellent follow-through, flexibility and stellar grammar and English skills; Fluency in verbal and written English
  • Strong critical thinking skills i.e. ability to analyze, synthesize and interpret data, etc.     
  • Proactive and flexible with ability to adapt to change
  • Demonstrate influencing skills
  • SFC License is required

 

Preferred qualifications, capabilities, and skills

  • Strong interpersonal and communication (written and oral) skills
  • Self-starter who is adaptive, fast-learning, responsive, extremely well-organized, detail-oriented and committed to accuracy
  • Bachelors degree (or equivalent) preference given to business-focused disciplines
  • Background in client service or in a client facing role especially in areas related to Alternative investments
  • Fluency in another Asia language will be a plus
Global Alternatives Business Focus