Asset Management, Hong Kong Intermediary, Private Bank Distribution Business, Client Advisor

Lead (more than 10 years)


Technical Skills

  • Asset Allocation
  • Bloomberg
  • Cash Management
  • Equities
  • Fixed Income
  • Hedge Funds
  • Investment Management
  • Mutual Funds
  • Reuters
  • Sales
  • Translation

Job Description

Asset Management, Hong Kong Intermediary, Private Bank Distribution Business, Client Advisor

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.
The Role:
  • Build and deepen strong business partnerships with assigned intermediaries (mainly to private 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 10 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
Employment TypeFull-time
Career LevelLead (more than 10 years)
Education LevelBachelor
QualificationCFA Level III / CFA Charterholder
LanguageEnglish, Cantonese, Mandarin (Putonghua)
JPMorgan Chase BankFinancial Services, Retail and Commercial Banking

1101-1102 & 1118-1120 Level 22 Tower 1, Grand Century Place, 193 Princess Edward Road West, Mongkok, Kowloon, Hong Kong

directions_walk18 mins walk from Prince Edward Station