Key responsibilities
- Sell the full Payments and Treasury Services suite, including core cash clearing, liquidity management, and foreign exchange solutions, as well as merchant services and trade & working capital solutions.
- Deliver new business goals, including the annual sales plan at target margins; identify prospects and opportunities, develop strategic calling plans, and engage partners and senior stakeholders to influence prospective clients.
- Build trusted, long-term Payments business relationships by taking a holistic and forward-looking view. Identify opportunities to help clients achieve their most important treasury and business objectives.
- Engage clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client-focused framework.
- Partner closely with global and regional stakeholders, including Coverage, Product, Client Services, and Implementation teams, to execute the sales strategy.
- Understand unique challenges and requirements across the client segment. Actively participate and contribute in end-to-end product and service reviews to drive continuous improvement of our solution offering.
- Manage the entire sales process, including oversight of implementation and ongoing delivery for client solutions.
- Promote an effective operation risk environment including but not limited to accurate and timely renewals and completion of KYCs and other internal reporting /approval requirements.
- Support AML/Sanction related inquiries at both transactional or relationship levels; coordinate with client and internal teams to facilitate effective compliance investigations and screening.
- Work as a team and provide leadership in planning, organizing and coordinating client events as to promote and strengthen J.P. Morgan’s franchise.
Required qualifications, capabilities, and skills
- Bachelor’s degree or equivalent
- Minimum 5 years relevant experience in Treasury Services sales covering Non-Bank Financial Institutional (‘NBFI’) clients, preferably covering Fintechs (e.g. TPPs, Digital assets) with a proven ability to build and develop relationships, win and close new business.
- Strong product expertise across cash management, foreign exchange (FX), liquidity, and information reporting/management, with a proven track record of selling multi-product, integrated solutions spanning payments, liquidity, FX, merchant acquiring, and trade/working capital structures.
- In-depth understanding of the Hong Kong and broader APAC transaction banking landscape, with strong intellectual curiosity and comfort operating in a dynamic market.
- Excellent communication and stakeholder management skills with fluency in Cantonese & Mandarin to support local language client engagement.
- Established network and experience working with Hong Kong & China headquartered as well as multinational NBFI clients.
- Strong understanding of the local regulatory and compliance environment; including demonstrated experience with AML/KYC risk and control processes.
- Effective partnership mindset with the ability to influence across internal and external stakeholders.
Skills Required
- Bachelor's degree or equivalent
- At least 5 years of relevant Treasury Services sales experience covering non-bank financial institution clients
- Experience covering fintech clients, including third-party payment providers or digital asset companies
- Proven ability to build relationships, win clients, and close new business
- Strong expertise in cash management, foreign exchange, liquidity, and information reporting or management
- Track record selling integrated solutions spanning payments, liquidity, FX, merchant acquiring, and trade or working capital
- In-depth understanding of the Hong Kong and broader APAC transaction banking landscape
- Fluency in Cantonese and Mandarin
- Established network and experience with Hong Kong- and China-headquartered and multinational NBFI clients
- Understanding of local regulatory and compliance requirements, including AML/KYC risk and control processes
- Strong communication, stakeholder management, and internal partnership skills
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
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Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
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Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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