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Asset Management - Hong Kong Intermediary Business, Client Advisor - Vice President

J.P. Morgan

Worcester, MAFull-timeNo compensation foundPosted 1mo agoVerified open 6 days ago

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At a glance

Compensation
No compensation found
Location
Worcester, MA
Schedule
Full-time
Work Authorization
Not specified

Job overview

J.P. Morgan is hiring an Asset Management - Hong Kong Intermediary Business, Client Advisor - Vice President. J.P. Morgan is seeking a Vice President Client Advisor for the Hong Kong Intermediary Business team. This role involves engaging with established Retail Banks distribution clients and expanding the client base through innovative sales strategies. The ideal candidate will leverage market-leading investment platforms and CRM systems to deliver groundbreaking solutions, contributing to a team that values innovation and excellence in asset management.

Key focus areas include Build and implement client strategy to drive strategic business growth across the Retail Banks channel, Develop and sustain strong relationships with key decision-makers, gatekeepers and bankers, and Analyze industry trends and translate them into actionable business opportunities.

Successful candidates bring 8+ Years Financial Services Experience, Fluency In English, and Fluency In Cantonese. Important skills include Client Strategy, Relationship Building, Industry Insight, Leadership, Collaboration, and Team Success.

Skills & qualifications

RequiredNice to have

Skills

Client StrategyRelationship BuildingIndustry InsightLeadershipCollaborationTeam SuccessPositive MindsetGrowth MindsetProduct MasteryPublic Capital Markets KnowledgePrivate Capital Markets KnowledgeAchievement DriveResults-Oriented ApproachRelationship ManagementIntegrityComplianceFiduciary MindsetRisk ControlEthical StandardsEnglish FluencyCantonese Fluency

Qualifications

8 Years Financial Services Industry ExperienceStrong Client RelationshipsDemonstrated Success in Financial Sales EnvironmentCFA Designation

Full job description

Are you ready to elevate your career in asset management? We invite you to become a vital member of our Client Advisor Team within the Hong Kong Intermediary Business. This is your opportunity to join a vibrant team in a high growth environment, where you can make a significant impact by delivering unparalleled client experiences through innovative and proactive sales strategies. Embrace the chance to grow professionally, develop your skills, and contribute to a team that values innovation and excellence.

As a Vice President Client Advisor in the Hong Kong Intermediary Business Team, you'll be at the forefront of engaging with established Retail Banks distribution clients and pioneering new ways to expand our client base. At J.P. Morgan Asset Management, we prioritize our clients, and we're seeking candidates who share our passion for excellence. Leverage our market leading investment platform, cutting-edge technology and CRM systems to identify opportunities and deliver groundbreaking solutions. We are committed to conducting 'first class business in a first-class way,' and we expect you to embody this ethos in every interaction.

If you're a self-starter with a positive attitude and a drive to develop market opportunities, we want to hear from you. Join us in shaping the future of asset management and delivering exceptional client experiences.

Job responsibilities:

  • Build and implement client strategy to drive strategic business growth across the Retail Banks channel (Strategic Growth)
  • Develop and sustain strong relationships with key decision-makers, gatekeepers and bankers (Relationship Building)
  • Analyze industry trends and translate them into actionable business opportunities (Industry Insight)
  • Deliver commercial success, quality of service and risk-controls excellence of the overall business by working with internal stakeholders through day-to-day responsibilities, strategic initiatives, and projects (Leadership & Collaboration)
  • Collaborate to achieve overarching business objectives, including sales targets and key performance indicators (Team Success)

Required qualifications, capabilities, and skills:

  • Proven Expertise: Minimum of 8 years in the financial services industry with a robust track record and strong client relationships.
  • Positive & Growth Mindset: A go-getter attitude with the ability to bring fresh perspectives and new ideas to the team.
  • Product Mastery: Strong Knowledge of public and private capital markets.
  • Achievement Drive: Demonstrated success in a financial sales environment, with high energy and a results-oriented approach.
  • Relationship Management: Ability to build and manage relationships across the organization and with clients.
  • Integrity & Compliance: Strong fiduciary mindset with a commitment to risk control and ethical standards.
  • Communication Skills: Fluency in English and Cantonese is essential for effective client coverage.

Preferred qualifications, capabilities and skills:

  • Professional Certification: CFA designation is desirable but not a must 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. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. 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.​

Seeking a Client Advisor to engage clients and grow our Hong Kong Intermediary Business

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