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Asset Management - Client Service – Hong Kong Direct Business – Analyst (Based Taiwan) - 12 Months Contract

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 3 days ago

No clicks

**Asset Management Analyst: Hong Kong Direct Business - Taipei (12-Month Contract)** Support J.P. Morgan's Hong Kong retail clients. Handle non-investment inquiries, collaborate with internal teams, deliver client communications, and drive digital transformation projects. Required: 1 year in client service/operations, Cantonese fluency, project management experience, strong communication skills, and detail-oriented mindset. Preferred: SITCA/Senior Brokerage/Trust License, MS Office proficiency.

Compensation
Not specified

Currency: Not specified

City
Hong Kong
Country
Hong Kong

Full Job Description

Location: Taipei, Taiwan

We are seeking a Client Service Analyst to support the Hong Kong Direct Business for J.P. Morgan Asset Management, delivering high-quality service to retail investors. 

As an Analyst in the Client Service Team, you will support day-to-day client servicing and drives digital transformation and process improvement as the business evolves toward a more digital client experience. You will bring strong communication skills, a structured approach to problem-solving, and hands-on project delivery experience.

 

Job responsibilities

  • Handle Hong Kong retail clients non-investment enquiries and requests via phone and written correspondence (email/letters).
  • Partner with internal teams (Operations, Sales, Compliance, Risk, Product, Technology as applicable) to resolve client instructions and service requests within agreed service levels.
  • Prepare and deliver client communications relating to operational/service changes, incidents, or new initiatives.
  • Own and deliver projects end-to-end to improve client experience, operational resilience, and control effectiveness (e.g., digitization, automation, workflow redesign, standardization).
  • Identify recurring pain points from client contacts and operational processes; translate them into clear problem statements, requirements, and actionable solutions.
  • Support business/regulatory-driven initiatives and changes, ensuring requirements are understood, documented, and operationalized.
  • Contribute to regional priorities in digitization & automation, including assisting with intake/prioritization of enhancement ideas and continuous improvement backlog.

 

Required qualifications, capabilities, and skills

  • University graduate with 1 year of experience in client service, operations, or a financial services environment.
  • Fluency in English and Cantonese (Cantonese required for client servicing coverage)
  • Demonstrable project handling experience (e.g., process improvement, digitization, automation, service enhancement, regulatory change implementation), with ability to manage multiple workstreams and deadlines.
  • Strong interpersonal and communication skills (written and verbal), with a client-first mindset.
  • Highly organized, detail-oriented, and committed to accuracy; comfortable working in a controlled environment with clear documentation standards.
  • Self-starter who is adaptive, fast-learning, responsive, and able to work independently while collaborating across teams.
  • Analytical and improvement-oriented: able to use data/metrics to diagnose issues and measure outcomes.
  • Team player who actively supports knowledge sharing and continuous improvement.

 

Preferred qualifications, capabilities, and skills

  • SITCA License, or Senior Brokerage License or Trust License
  • Proficient in MS Office Suite
Regional coverage client service specialist delivering high-quality service

Asset Management - Client Service – Hong Kong Direct Business – Analyst (Based Taiwan) - 12 Months Contract

Compensation

Not specified

City: Hong Kong

Country: Hong Kong

J.P. Morgan logo
Bulge Bracket Investment Banks

3 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Asset Management Analyst: Hong Kong Direct Business - Taipei (12-Month Contract)** Support J.P. Morgan's Hong Kong retail clients. Handle non-investment inquiries, collaborate with internal teams, deliver client communications, and drive digital transformation projects. Required: 1 year in client service/operations, Cantonese fluency, project management experience, strong communication skills, and detail-oriented mindset. Preferred: SITCA/Senior Brokerage/Trust License, MS Office proficiency.

Full Job Description

Location: Taipei, Taiwan

We are seeking a Client Service Analyst to support the Hong Kong Direct Business for J.P. Morgan Asset Management, delivering high-quality service to retail investors. 

As an Analyst in the Client Service Team, you will support day-to-day client servicing and drives digital transformation and process improvement as the business evolves toward a more digital client experience. You will bring strong communication skills, a structured approach to problem-solving, and hands-on project delivery experience.

 

Job responsibilities

  • Handle Hong Kong retail clients non-investment enquiries and requests via phone and written correspondence (email/letters).
  • Partner with internal teams (Operations, Sales, Compliance, Risk, Product, Technology as applicable) to resolve client instructions and service requests within agreed service levels.
  • Prepare and deliver client communications relating to operational/service changes, incidents, or new initiatives.
  • Own and deliver projects end-to-end to improve client experience, operational resilience, and control effectiveness (e.g., digitization, automation, workflow redesign, standardization).
  • Identify recurring pain points from client contacts and operational processes; translate them into clear problem statements, requirements, and actionable solutions.
  • Support business/regulatory-driven initiatives and changes, ensuring requirements are understood, documented, and operationalized.
  • Contribute to regional priorities in digitization & automation, including assisting with intake/prioritization of enhancement ideas and continuous improvement backlog.

 

Required qualifications, capabilities, and skills

  • University graduate with 1 year of experience in client service, operations, or a financial services environment.
  • Fluency in English and Cantonese (Cantonese required for client servicing coverage)
  • Demonstrable project handling experience (e.g., process improvement, digitization, automation, service enhancement, regulatory change implementation), with ability to manage multiple workstreams and deadlines.
  • Strong interpersonal and communication skills (written and verbal), with a client-first mindset.
  • Highly organized, detail-oriented, and committed to accuracy; comfortable working in a controlled environment with clear documentation standards.
  • Self-starter who is adaptive, fast-learning, responsive, and able to work independently while collaborating across teams.
  • Analytical and improvement-oriented: able to use data/metrics to diagnose issues and measure outcomes.
  • Team player who actively supports knowledge sharing and continuous improvement.

 

Preferred qualifications, capabilities, and skills

  • SITCA License, or Senior Brokerage License or Trust License
  • Proficient in MS Office Suite
Regional coverage client service specialist delivering high-quality service