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CIB – Treasury Services – Financial Institution Sales - VP

Job Description

JPMorgan Chase & Co - is a global financial services powerhouse with assets of US$2.3 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset and wealth management, and private equity.

J.P. Morgan’s Corporate & Investment Bank (CIB) is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.


Treasury Services (TS) - the world's largest cash management provider - moves, concentrates and invests client money, and provides trade finance solutions. TS products include payments, collections, trade finance, investments, and information services that help companies manage working capital and liquidity. The business, which operates in more than 40 countries, is the world's largest U.S. dollar clearer, processing an average of $3.2 trillion in fund transfers each day.  More than 135,000 corporations, financial institutions, governments and municipalities in over 180 countries and territories entrust their cash business to J.P. Morgan.


Position Summary


The Financial Institution (FI) VP works with HK FIG Sales Head to increase revenue from responsible client portfolio and through the acquisition of new business from Non-Bank Financial Institutions Segment.


Key Accountabilities/Responsibilities:


  • Manage to deliver portfolio revenues in Banks and NBFI segment.
  • Develop and execute an effective marketing scheme at client level to grow cash and liquidity business.
  • Expand client coverage on existing business, new products and overseas branches through establishing relationships with NBFI clients.
  • Support Treasury Service Manager in client onboarding activities including but not limited to client due diligence in accordance with J.P. Morgan’s internal guidelines in AML and KYCs, accurate recording pricing and billing structures and efficient implementation process.
  • Promote an effective operation risk environment including but not limited to accurate and timely renewals and completion of KYCs and other internal reporting requirements.
  • Assist to organize and coordinate client events and communication to promote and strengthen J.P. Morgan’s franchise.
  • Participate and contribute in end-to-end reviews to ensure constant improvement in our product and service delivery to clients. 
  • At least 8-year banking experience in wholesales/corporate segments.
  • A professional at global clearing and correspondent banking business.
  • Flexibility to travel to visit overseas clients independently.
  • Team player with good sales, coordination and communication skills.
  • Fluent in English, Cantonese and Mandarin. 


  • Graduate / post-graduate. CA / MBA from a reputable institute preferred. CCM (Certified Cash Manager) or ACT (Association of Corporate Treasurers) certification are a plus.
Req #: 180016420
Location: Hong Kong, HK
Job Category: Investment Banking
Employment Type: Full Time
Potential Referral Amount: 40000 Hong Kong Dollar (HKD)

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