Asset Management, China Intermediary Business, Client Advisor, Associate

Hong Kong, Hong Kong
Aug 21, 2017
Aug 25, 2017
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
The Business:
J.P. Morgan Asset Management launched its China Intermediary Business in 2007 by serving Qualified Domestic Institutional Investors (China QDII Scheme) - a scheme that officially and legitimately allows local investors to transfer money into foreign currencies and invest into outside of China.
Through a combination of both segregated mandates and a white-labeling distribution model, the China Intermediary team serves local banks, foreign banks, Securities companies, and IFAs in China by providing a range of investment strategies, asset classes and products in geographic diversification.
As a leading player among global competitors in the QDII scheme and the biggest player in Mutual Recognition Funds, we aim to serve our clients with first class product solutions in a first class way.
The Role:
As a Client Advisor in the China Intermediary team, the candidate needs to drive the annual and ongoing revenues based on the business plan in both an independent and team based manner.
The candidate must deliver our standard of service to clients through a set of regular branch visits, product pitching and training, conference calls and senior management meetings to maintain and broaden business relationships.
The role will require the incumbent to serve as a speaker to large audiences (clients, investors) on market views, investment strategy and product specifications, track record, investment process, market comparison and so on. The role will, from time to time, speak and update on business internally on behalf of the team if the manager is absent.    

  • Successful experience in Asset Management Intermediary Business or similar position/client facing role (3 years as a minimum), CFA Charter holder is a plus.

  • Solid understanding of financial world, products and China fund distribution business.

  • Strong academic background with academic experiences in both Chinese and Hong Kong campus'.

  • Willingness to travel to China; must be able to manage high volumes, work under pressure and within tight deadlines.

  • Solid knowledge of relevant software and applications and Chinese typing.

  • Fluency in Mandarin and English is essential.

  • Maturity, honesty, proactive and positive attitude, team work spirit plus good social and communication skills.


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