Asset Management - Hong Kong Intermediary Business, Client Advisor - Associate
Aumni
Job Description
Our team puts clients first so we are looking for candidates that share our enthusiasm for delivering a first class client experience through an engaging and proactive sales approach. We are seeking a team-oriented self-starter who displays initiative and a positive attitude, a high level of integrity, drive and the motivation and develop market opportunities. The Intermediary Business sells investment products through non-affiliated intermediaries (for example securities firms, banks, financial planners, insurance companies) who, in turn, sell these products to individual investors.
As an Associate Client Advisor in the Hong Kong Intermediary Business Team, you will actively engage with established clients and look for new and innovative ways to build our client book. Using our market-leading technology and CRM system, you will create detailed client contact that help our Sales and Investment teams identify new opportunities and bring cutting edge solutions to our clients. Most importantly, we believe in doing ‘first class business in a first class way’. Therefore, you should share our passion for creating an exceptional client experience and managing our business in an ethical and compliant way.
Job responsibilities
- Build and deepen strong business partnerships for the growth of sales and assets, as well as the retention of assets, of J.P. Morgan Asset Management’s investment products and solutions across the Private Bank channel in Asia
- Develop and maintain relationships with key decision makers, gatekeepers and centers of influence; execute funds onboarding & maximize fundraising on client’s platform
- Understand and analyze industry development and translate into business opportunity
- Prepare business report and handle business agreement related issues
- Work effectively with different internal parties and able to present on the team's behalf
- As a team to achieve overall business objectives, i.e. sales targets and other KPIs
Required qualifications, capabilities, and skills
- 4+ years of established track record in financial industry, with strong relationships with key clients
- Deep understanding of Funds and Private Banking industry, clients and competition landscape; extensive market and product knowledge
- Excellent product knowledge across alternative investments, equities and fixed income
- Drive for Achievement: proven track record of in a financial sales environment; outstanding energy and results-oriented
- People and Relationship Management: build and manage relationships across organization and with clients
- Strong fiduciary and risk & control mindsets, with high standard of integrity
- Excellent communications in English, Cantonese and Mandarin are essential requirement for the client coverage
Preferred qualifications, capabilities, and skills
- Professional qualification in CFA
About Us
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.