Are you ready to elevate your career in asset management? We invite you to become a pivotal member of our Client Advisor Team within the Hong Kong Intermediary Business. This is your chance to make a significant impact by delivering unparalleled client experiences through innovative and proactive sales strategies.
At J.P. Morgan Asset Management, we prioritize our clients, and we're seeking candidates who share our passion for excellence.
As a Vice President / Associate Client Advisor in the Hong Kong Intermediary Business, you'll be at the forefront of engaging with established clients and pioneering new ways to expand our client base. Leverage our cutting-edge technology and CRM systems to identify opportunities and deliver groundbreaking solutions. We are committed to conducting 'first class business in a first class way,' and we expect you to embody this ethos in every interaction.
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Job responsibilities
- Cultivate and strengthen business partnerships to drive sales and asset growth, ensuring the retention of assets across the Private Bank channel in Asia. (Strategic Growth)
- Develop and sustain relationships with key decision-makers, gatekeepers, and influencers. Execute fund onboarding and maximize fundraising on client platforms. (Relationship Building)
- Analyze industry trends and translate them into actionable business opportunities. (Industry Insight)
- Prepare comprehensive business reports, manage business agreements, and represent the team effectively across various internal platforms. (Leadership & Collaboration)
- Collaborate to achieve overarching business objectives, including sales targets and key performance indicators. (Team Success)
Required qualifications, capabilities, and skills
- 6+ 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 and Cantonese are essential requirement for the client coverage
Preferred qualifications, capabilities, and skills
- Professional qualification in CFA
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.