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Asset Management, Global Liquidity Asia, Internal Client Advisor (ICA), Hong Kong
July 13, 2019
Business Overview: J.P. Morgan Asset Management (JPMAM) is a leading asset manager for institutions, individuals and financial intermediaries, worldwide. The Global Liquidity Sales Team provides customized fixed income solutions for treasury departments of domestic & multinational corporations, insurance & healthcare companies, state and local governments, not for profit organizations, colleges & universities financial institutions & intermediaries. Our global investment management solutions are delivered to our clients through commingled funds as well as customized managed portfolios across 11 currencies.
Role Description: The primary role of the Internal Client Advisor (ICA) is to partner with 2 to 3 Client Advisors in covering their defined territories to prospect, close business, and promote J.P. Morgan Global Liquidity solutions to institutional and intermediary clients. You will be a member of the internal sales team, working to achieve the goals of the global sales team. Once in the role, the Internal Client Advisor is expected to earn the relevant local licensing requirements. Candidates should be self-starters who have a strong desire to succeed and to achieve goals in a consistent and timely manner.
Partner with 2 to 3 Client Advisors to identify and develop new business opportunities with clients/prospects as well as assist with territory management.
Identify and pursue cross-selling opportunities with existing clients and generate prospect referrals.
Cultivate and manage client relationships, by responding to client inquiries, providing ongoing communication with clients/prospects, and develop a full view of client's business and investment needs.
Deliver "the best of the firm" to key clients, through value-add tools/support, product information and updates, and unique J.P. Morgan market insights.
Coordinate with Client Service Team to ensure proper onboarding and execution of KYC / AML processes.
Ensure cross-team cooperation by identifying and promoting best practices and working closely with Client Advisors as well as Global Sales team.
Proactively site opportunities for process improvement and procedural efficiencies.
Develop and strengthen relationships with internal bank partners (TS, GCB, CB), portfolio managers, client portfolio managers and client service/operations.
The candidate will have:
Proven results in client relationship management and sales teams preferred prospecting.
Demonstrates a drive for achievement and compels others to strive for excellence.
Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace
Track record of collaboration and partnership across multiple internal teams
Demonstrates knowledge on fixed income investment products.
Capacity to build relationships across entire organization and with business partners across the firm.
Excellent written and verbal communication skills.