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Asset Management, Hong Kong Intermediary Business (Private Bank Distribution), Client Advisor, Associate / Vice President
November 6, 2019
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 private banks) and gain our market share
Proactively communicate with all levels of employee (including gatekeepers, investment consultant, relationship managers) from various intermediaries and explore sales and other promotional activities
Understand and analyse 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
A minimum of 5 years of private bank sales related experience, with 7+ years of experience in the financial industry
Candidate with less experience will be considered at Associate level
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)
Excellent communications in spoken and written Chinese (Cantonese, Mandarin) and English
Strong interpersonal and presentation skills
Knowledge in Morningstar, Bloomberg and Reuters would be an advan tage