Asset Management - Hong Kong Institutional Business, Client Advisor - (Vice President)
JPMorganChase
J.P. Morgan Asset Management has been a leading manager of Hong Kong institutional and pension portfolios and has extensive experience in governmental, insurance and retirement fund management. The Hong Kong Institutional and Pension team is now looking for a Client Advisor focusing on uncovering sales opportunities, as well as building and maintaining client relationships independently.
As a Vice President in the Hong Kong Institutional Business, you will build and drive business opportunity discussions with major institutional investors in Hong Kong that require confidentiality, diligence and self-motivation. You will need to possess excellent organizational skills and the abilities to prioritize effectively and multi-task efficiently. You will not only observe established procedures, processes and guidelines when performing assigned tasks, but also exercise good judgment and appropriate discretion to produce timely, high quality results that are in line with the team’s objectives and best interests.
Job responsibilities
Develop new business opportunities, work on sales pitches and proposals, drive sales process
Engage with client relationships, conduct performance reviews and meetings, provide investment advice on investment strategies, products and services
Coordinate projects and client activities with various internal departments
Work closely with investment teams, Product Development, Operations, Risk, Legal and other internal parties to optimize product and service delivery for overall relationship
Understand and analyze the industry development, and translate it into potential business opportunity
Research competitors' offerings and identify ways to improve the marketability and competitiveness of our products
Required qualifications, capabilities, and skills
University Degree with at least 7 years of sales experience in the finance industry
Self-starter who is adaptive, fast-learning, responsive, reliable, extremely well-organized, detail-oriented and committed to accuracy
Exceptional communication, presentation and networking skills
Strong knowledge of capital markets and investment products
Fluency in English, Cantonese and Mandarin (both spoken and written)
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Build and drive business opportunity discussions with major institutional investors in Hong Kong