Asset Management, Hong Kong Intermediary Business, Sales Support, Associate, Hong Kong
Hong Kong, Hong Kong
source : eFinancialCareers

Business Overview

J.P. Morgan Asset Management, with assets under management of over $2.3 trillion, is a leading investment manager of choice for institutions, financial intermediaries and individual investors worldwide.

We offer the full spectrum of investment strategies, from equity, fixed income and liquidity solutions, 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 :

We are looking for a high caliber Sales Support to support our Hong Kong Intermediary Business, based in Hong Kong.

Key responsibilities include :

  • Assist Client Advisors on client enquiries, including email, phone calls, client templates to ensure that we provide top notch service and support to our distributors
  • Work with RFP team to ensure all product templates are completed promptly and accurately
  • Represent Intermediary Sales team on various projects meetings. Understand the potential business / client impact on various projects and proactively work with internal working groups to resolve the issues and facilitate the project roll out
  • Formulate internal Standard Operation Procedure for matters related to day-to-day routine of the business
  • Oversee and work closely with investment, marketing, compliance teams to ensure all sales related materials are accurate and compliance friendly
  • Qualifications :

  • University graduate in Business, Finance and / or related discipline
  • 4+ years of experience in financial industry, preferably with Asset Management business background; candidate with less experience will be considered at Professional Exempt (Analyst) level
  • Professional qualification in CFA would be an advantage
  • Good team player whilst able to work independently and deliver works with high accuracy
  • Good analytical skills and can demonstrate a comprehensive understanding of financial markets and investment products, with sound knowledge in funds
  • Strong interpersonal and presentation skills
  • Excellent communications in both English and Cantonese (spoken and written) as essential requirement for the client coverage
  • Strong in Excel, PowerPoint is a must
  • Knowledge in Morningstar, Bloomberg would be an advantage
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