Job Description

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that’s best for them.

As an Associate / Analyst in the Sales Support Team, you will support our Hong Kong Intermediary Business, based in Taiwan. The Intermediary Business sells investment products through non-affiliated intermediaries (for example securities firms, banks, financial planners, insurance companies), who in turns sell these products to individual investors.

Job responsibilities:

• Assist Client Advisors on client enquiries, 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

Required qualifications, capabilities and skills:

• 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 as Analyst.
• 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

Preferred qualifications, capabilities, and skills

• Professional qualification in CFA would be an advantage
• Knowledge in Morningstar, Bloomberg would be an advantage

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.