at J.P. Morgan
Bulge Bracket Investment BanksPosted 2 months ago
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The Digital Concierge Specialist (VP) supports high and ultra-high net worth Private Banking clients across Asia and EMEA by delivering a seamless digital experience and driving adoption of JPMorgan's digital solutions. The role liaises with advisers, client service teams, product partners and operations to resolve client inquiries, manage digital projects, and provide training and system demonstrations. Responsibilities include user support across web and mobile platforms, project work such as UAT and website enhancements, and developing training materials and portals. Strong Mandarin proficiency is required and the role is based in Singapore.
- Compensation
- Not specified
- City
- Singapore
- Country
- Singapore
Currency: Not specified
Full Job Description
Location: Singapore, Singapore
The Digital Concierge Specialist is the primary contact for all online-related needs of Private Banking Clients, Advisors, and Client Service Specialists(CSS). This role is responsible for supporting high and ultra-high net worth clients with their digital experience, as well as developing and delivering digital training to Advisors and Client Service teams.
As a Vice President within Digital Concierge Specialist team, you will liaise closely with advisers, client service specialists, product partners, and operations teams to ensure a seamless and integrated online experience for Private Banking clients. Based in Singapore, you will support clients across Asia and EMEA and requires strong interpersonal, communication, and presentation skills. Full training on JPMorgan Private Banking Digital Products will be provided
Job responsibilities
- Engage proactively with new and existing clients to promote JPM digital solutions and drive digital adoption.
- Identify and pursue untapped business opportunities in collaboration with Client Service and Advisors.
- Address operational, technology, and administrative inquiries related to JPMorgan Private Banking and Digital Products efficiently.
- Provide actionable insights and feedback to enhance digital offerings and client satisfaction.
- Assist clients with day-to-day inquiries, including login and navigation support across web, mobile, and tablet platforms.
- Deliver prompt and professional resolution of client issues by coordinating with advisers, product partners, and operations teams.
- Implement opportunities to improve efficiency and the client experience.
- Manage projects related to website enhancements, including reviewing business requirements and conducting User Acceptance Testing.
- Deliver system demonstrations and showcase digital tool benefits to internal and external clients.
- Design and develop training portals and materials for digital knowledge initiatives.
- Facilitate onboarding, skill enhancement, and initiative-specific training for advisers and client service specialists.
Required qualifications, capabilities, and skills
- High proficiency in Mandarin is required given the role is required to support China clients
- Bachelor’s degree required
- With a minimum of 2 years of experience in financial services.
- Strong proficiency in MS PowerPoint and Excel
Preferred qualifications, capabilities, and skills
- Additional language skills are highly desirable.
- Experience in online banking or client support is advantageous.
- Familiarity with Jira, Confluence, SharePoint Development, or similar collaboration tools is beneficial.
- Experience with QlikSense and SharePoint is a plus.
