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JPMorgan Chase & Co . is a leading global financial services firm with assets ofmore than $2.7 trillion, over 240,000 employees and operations in over 60countries. It operates across four business segments including Asset &Wealth Management, Corporate and Investment Banking, Commercial Banking andConsumer and Community Banking .
J.P. Morgan Asset & Wealth Management , is a global leader in investment and wealth management. Itsclients include institutions, ultra-high-net-worth individuals and retailinvestors in every major market throughout the world. The division offersinvestment management across all major asset classes including equities, fixedincome, alternatives, multi-asset and money market funds. For individualinvestors, the business also provides retirement products and services,brokerage and banking services including trusts and estates, loans, mortgagesand deposits.
Asset Management is a leading investment managerof choice for institutions, financial intermediaries and individual investors,worldwide. With a heritage of more than two centuries, a broad range of coreand alternative strategies, and investment professionals operating in everymajor world market, we offer investment experience and insight that few otherfirms can match.
The Global RFP Group is responsible for coordinatingthe pre-sale effort which articulate J.P. Morgan Asset Management's uniquevalue proposition and brand commitments to clients around the world.
Theteam mainly produces marketing materials to support the acquisition of newbusiness and the retention of valuable existing clients, through the completionof Requests for Proposal (RFPs)*, Requests for Information (RFIs), and DueDiligence Questionnaires (DDQs).
Thisteam works closely with our Product teams, Investment Specialists and Sales tocreate, curate and maintain client materials.
TheGlobal RFP Group is focused on:
Establishingglobal consistency of client materials
Ensuringa high and consistent global standard of quality deliverables to our clients
Measuringand driving client satisfaction and a consistent client experience (*AnRFP is a proposal or questionnaire that a potential client issues to assetmanagement firms when tendering for new business in order to thoroughlyunderstand how these firms manage client assets. It is typically the firstformal stage of the sales process in the institutional and wholesale segmentsof the investment management industry).
Anopportunity has arisen for a Request forProposal (RFP) Specialist in the Hong Kong RFP Team.
Thisteam is responsible for responding to detailed RFPs, RFIs and DDQs fromInstitutional and Wholesale clients and distributors of JPMAM's products andservices.
TheRFP Specialists work closely with Investment Specialists who are experiencedspecialists in their respective asset classes and are responsible for reviewingall product content in RFPs and other documents. The RFP Specialists also needto collaborate extensively with colleagues and other departments across thefirm, both locally and globally. In the course of completing RFPs, thesuccessful applicant will have the opportunity to gain an in-depth knowledge ofthe firm's products and investment processes, as well as of the specific needsof different client types.
Creationof accurate, compelling and client-focused RFP responses
Maintenanceof product profiles and investment process language; organization of RFPlanguage in the department's proposal software system (PMAPS)
Createand maintain Chinese and Asia regional RFP responses.
ReviewRFP documents and other standard marketing materials in Chinese
Overallresponsibility for production and internal distribution of draft and finalversion RFPs and other client documents
Responsesto other RFIs from prospective clients and consultants
Developmentof effective working relationships with key stakeholders, including InvestmentSpecialists, Institutional and Fund Sales teams, who are responsible forreviewing/signing off RFPs
Quicklygain a broad knowledge of the structure and operations of the firm; and therange of investment services and vehicles offered by JPMAM, in order to fulfillall of the above - with a particular focus on Asia and Emerging Markets Equity,and Asia Fixed Income
Collaborationwith colleagues in JPMAM offices globally, particularly in the UK and acrossAsia
Interfacingwith many colleagues who will help in providing data and answering questionsmore thoroughly (e.g., Sales teams, Portfolio Analysis Group, InvestmentSpecialists, Compliance, Legal, Risk, Finance, Trading and other departments)
Buildingan understanding of clients' differing needs and levels of sophistication, inorder to tailor responses to the target audience
Participationin other activities relevant to the new business process and the departmentfunction
Excellent projectmanagement skills,
Excellent writingskills in both English and Simplified Chinese
Excellentcommunication skills and ability to work with colleagues at all levels
Translation skillsbetween English and Simplified Chinese required
Outstandingaccuracy and attention to detail
Organization,prioritization and multi-tasking skills
Ability to work aspart of a global team, as well as on own initiative
Strong work ethicand positive attitude
Ability to tailorresponses to client questions and create new written material
Ability toassimilate detailed information relatively quickly
Genuine passionfor learning about our business and investment products
Genuine interestin the presentation and customization of completed documents
Financial marketawareness and understanding of basic financial concepts
Awareness ofbusiness risk and compliance procedures
Internal Number: 6322275
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