Apply Now

Client Advisor, Executive Director / Vice President

Hong Kong, Hong Kong | J.P. Morgan

  • Industry:
    Financial Services
  • Position Type:
    Full-Time
  • Functions:
    Financial Services Professional
    General Management
  • Experience:
    5-7 years
Job Description:
51 people have viewed this job

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:

Build and deepen strong business partnerships with assigned intermediaries (mainly to retail banks) and gain our market share

Proactively communicate with all levels of employees (including gatekeepers, investment consultants, relationship managers) from various intermediaries and explore sales and other promotional activities

Understand and analyze industry development and translate into business opportunity

Prepare business report and handle business agreement related issues

Work effectively with different internal parties and able to present on the team's behalf

As a team to achieve overall business objectives, i.e. sales targets and other KPIs

University graduate in Business, Finance and/or related discipline with a minimum of 5-8 years of experience in financial industry, with solid intermediary or wholesales sales background

Professional qualifications such as CFA would be an advantage

Good team player whilst able to work independently

Able to work under strong pressure 

Good analytical skills and can demonstrate a comprehensive understanding of financial markets and investment products (including mutual funds, hedge funds and alternatives)

Spoken and written fluency in Chinese (Cantonese, Mandarin ) and English

Strong interpersonal and presentation skills

Knowledge in Morningstar, Bloomberg and Reuters would be a advantage


Other companies hiring with Ivy Exec

 Company Logos