Asset Management, Client Account Manager, Associate, Singapore Asset Management, Client Account Manager,  …

in Singapore, Singapore, Singapore
Permanent, Full time
Last application, 18 Aug 19
in Singapore, Singapore, Singapore
Permanent, Full time
Last application, 18 Aug 19
Asset Management, Client Account Manager, Associate, Singapore
JPMorgan Chase & Co . is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking .

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, ultra-high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

With about US $1.6 trillion in assets under management (the Asset Management client funds of J.P. Morgan Chase & Co. as at 31 March 2014 ) and offices in 38 countries around the world, JP Morgan Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.

We are looking for a Client Account Manager to join our Client Services team based in Singapore which will act as the contact to service our Singapore and SEA Institutional clients.

The Position

  • Work independently to onboard and service segregated Institutional clients including negotiating Investment Management Agreements including Investment Restrictions and Guidelines, and other agreements. This will involve working with Legal, Risk and the investment management teams to finalise the agreements.
  • Liaise with various departments like Client Portfolio Managers, Fund Managers, Client Advisors and Custodians to respond to client enquiries and have them resolved in an expedient manner.
  • Work with various departments to prepare monthly, quarterly, annual and ad hoc reports and presentation materials for clients
  • Arrange and meet with existing or prospective clients / representatives
  • Engage in the RFP process to assess operational feasibility
  • Review complaints / errors for trends and identify proactive and cross client remedies
  • Support the client experience and work on client servicing projects
  • Support internal client experience and efficiency projects

  • University graduate with a minimum 3 years of client servicing-related experience in a financial-institution. Prior client servicing experience in an investment management firm in Singapore preferred;
  • Other qualifications: CMFAS Module 3, 5 and 8A or readiness to take the exams
  • Independent, self motivated with strong attention to detail
  • Client-focused team player with excellent communication skills
  • Spoken and written fluency in English.

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