JPMorganChase
International Private Bank - Digital Concierge Specialist - Vice President
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The Digital Concierge Specialist supports high net worth clients with digital needs and training, enhances client experiences, and manages projects for digital solutions.
Job Description
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
Required qualifications, capabilities, and skills
Preferred qualifications, capabilities, and skills
About Us
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.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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.
About Us
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.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Top Skills
Confluence
JIRA
Excel
Ms Powerpoint
Qliksense
Sharepoint
JPMorganChase Singapore Office
One@Changi City, Changi Business Park Central 1, Singapore, 486036
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