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Asset Management, Hong Kong Intermediary Business, Sales Support, Associate
May 17, 2019
Business Overview J.P.Morgan Asset Management ("JPMAM") provides investment managementproducts and services to institutional and individual investors worldwide. Itoffers the full spectrum of investment strategies - from equity, cashmanagement, fixed income, currency and asset allocation to alternative assetclasses such as private equity, real estate and hedge funds.
TheIntermediary Business sells investment products through non-affiliatedintermediaries (for example securities firms, banks, financial planners, insurancecompanies) who, in turn, sell these products to individual investors.
Key responsibilities include:
Assist Client Advisors on client enquiries, including email, phonecalls, client templates to ensure that we provide top notch service and supportto our distributors
Work with RFP team to ensure all product templates are completedpromptly and accurately
Represent Intermediary Sales team on various projects meetings.Understand the potential business/client impact on various projects andproactively work with internal working groups to resolve the issues andfacilitate the project roll out
Formulate internal Standard Operation Procedure for matters related today-to-day routine of the business
Oversee and work closely with investment team, marketing, compliance,GFCC to ensure all sales related materials are accurate and compliance friendly
University graduate in Business, Finance and/or related discipline with 5+ years of experience in financial industry, preferably with Asset Management business 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 (especially fund)
Strong communications in spoken and written Chinese (spoken Cantonese) and English
Strong interpersonal and presentation skills
Strong in Excel, PowerPoint is a must
Knowledge in Morningstar, Bloomberg would be an advantage
Internal Number: 5879301
About J.P. Morgan
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