CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Asset Management, Hong Kong Intermediary, Retail Distribution Business, Client Advisor, Executive Director / Vice President
May 17, 2019
The Business: J.P. Morgan Asset Management ("JPMAM") provides investment management products and services to institutional and individual investors worldwide. It offers the full spectrum of investment strategies - from equity, cash management, fixed income, currency and asset allocation to alternative asset classes such as private equity, real estate and hedge funds. 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.
Build and deepen strong business partnerships with assigned intermediaries (mainly to retail banks) and gain our market share
Proactively communicate with all levels of employees (including gatekeepers, investment consultants, relationship managers) from various intermediaries and explore sales and other promotional activities
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
University graduate in Business, Finance and/or related discipline with a minimum of 5-8 years of experience in financial industry, with solid intermediary or wholesales sales background
Professional qualifications such as CFA would be an advantage
Good team player whilst able to work independently
Able to work under strong pressure
Good analytical skills and can demonstrate a comprehensive understanding of financial markets and investment products (including mutual funds, hedge funds and alternatives)
Spoken and written fluency in Chinese (Cantonese, Mandarin ) and English
Strong interpersonal and presentation skills
Knowledge in Morningstar, Bloomberg and Reuters would be a advantage
Internal Number: 5878785
About J.P. Morgan
eFinancialCareers is a career site specializing in financial services.