Asset Management - Taiwan Direct Business, Client Advisor - Associate/Analyst
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.
As an Associate / Analyst Client Advisor in the Taiwan Direct Business, you will actively provide investment solutions to established clients and look for new and innovative ways to build our client base. Using our market-leading technology and client database, you will identify new business opportunities and bring cutting-edge solutions to our clients.
Our Taiwan Direct Business sells investment products through e-trading platform, a channel that allows individual investors to interact with us directly, as well as through online distributors such as online fund platforms and virtual banks. 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
- Take ownership of business results, achieve business target and KPIs, and develop and implement strategies that drive business growth and success
- Propose and discuss strategies with internal teams, prepare online promotional materials, and execute online sales activities
- Perform competitor analysis and user feedback session to keep abreast with latest market invest-tech knowledge and continuous improvement on e-trading platform
- Work effectively with different internal parties, consolidate and coordinate internal opinions, and drive the implementation of business projects
- Build and deepen strong business partnerships with assigned online distributors, such as online fund platforms and virtual banks, and construct a long term business plan
- Monitor and evaluate e-trading platform business deliverables and benefit by management report preparation
- Maintain the highest standards in business ethics and comply with internal guidelines
Required Qualifications, Capabilities, And Skills
- University graduate in Business, Finance and/or related discipline with a minimum of 3 year of experience in financial industry
- Good team player whilst able to work independently
- Strive for excellence; able to work under strong pressure
- Good analytical skills and can demonstrate a comprehensive understanding of financial markets and investment products (especially fund)
- Spoken and written fluency in Chinese and English
- Strong interpersonal and presentation skills
- Obtain local regulatory license, i.e. SITCA Sales, or Senior Securities Specialist
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Preferred Qualifications, Capabilities, And Skills
- Experience in e-commerce industry
- Professional qualifications such as 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.
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion