Asset Management - Hong Kong Intermediary Business, Sales Support - 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 Sales Support in the Hong Kong Intermediary Business Team, you will perform a broad range of business support functions that require confidentiality, diligence and self-motivation. You will possess excellent communication and organizational skills and the ability to prioritize effectively and multi-task efficiently. You will not only observe established procedures, processes and guidelines when performing assigned tasks, but also exercise good judgment and appropriate discretion to produce timely, high quality results that are in line with the team’s objectives and best interests.
Job responsibilities
- Assist Client Advisors on client enquiries, including email, phone calls, client templates to ensure that we provide top notch service and support to our distributors
- Work with RFP team to ensure all product templates are completed promptly and accurately
- Represent Intermediary Sales team on various projects meetings. Understand the potential business/client impact on various projects and proactively work with internal working groups to resolve the issues and facilitate the project roll out
- Formulate internal Standard Operation Procedure for matters related to day-to-day routine of the business
- Oversee and work closely with investment, marketing, compliance teams to ensure all sales related materials are accurate and compliance friendly
Required qualifications, capabilities, and skills
- University graduate in Business, Finance and/or related discipline
- 4+ years of experience in financial industry,
- Good team player whilst able to work independently and deliver works with high accuracy
- Good analytical skills and can demonstrate a comprehensive understanding of financial markets and investment products, with sound knowledge in funds
- Strong interpersonal and presentation skills
- Excellent communications in English, Cantonese, and Mandarin are essential requirement for the client coverage
- Strong in Excel, PowerPoint is a must
Preferred qualifications, capabilities, and skills
- Asset Management business background
- Knowledge in Morningstar, Bloomberg
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.