Asset Management, Investment Advisor, Direct Sales Business, Hong Kong

JF Asset Management Limited

Company Industries：Financial Services

Job Information

Post Date：2016-01-21
Career Level：Middle
Location：Central
Salary：Salary provided
Employment Type：Full Time, Permanent
Job Function：Investment Fund Management

Job Description

J.P. Morgan Asset Management ("JPMAM") provides investment management products and services to institutional and individual investors worldwide.

It offers the full spectrum of investment strategies - from equity, cash management, fixed income, currency and asset allocation to alternative asset classes such as private equity, real estate and hedge funds.

Our Direct Sales Team, located at Chater House provides face to face personal investment advice to individual investors on their personal assets, offering investment education to the public and on-site investment consultation.

We are seeking for a motivated and seasoned Investment Advisor to promote J.P. Morgan Funds and expand our client base.

Responsibilities:

Achieve sales and business targets, including client acquisition and AUM building, by promoting the firm’s investment products to local and overseas high net worth clients
Deliver unparalleled investment advisory services in person, by phone and other means of correspondence while adhering to the regulatory and compliance requirements.
Lead, participate and support sales activities through on-site promotion, exhibition, client seminars and business related events and projects
Deliver prominent leadership skills by provide training and coaching to junior level colleagues
Handle client's enquiries in a professional manner
Perform other duties as assigned by the manager for the Direct Business

Qualifications:

Degree holder, preferably in Finance, Economics or related subjects
Solid knowledge of investment products
SFC registered
Professional qualifications in CFA or CFP would be an advantage
At least 6 years of solid investment advisory experience in Financial industry with proven track records
Good analytical skills and can demonstrate a comprehensive understanding of financial markets and investment projects
Professional, customer-oriented, self-motivated and a team-player
Strong interpersonal and presentation skills
Excellent MS office skills, including PowerPoint, Word and Excel
Excellent communications in both written and verbal English and Cantonese. Fluency in Mandarin is highly preferred

Company Info

J.P. Morgan Asset Management ("JPMAM") provides investment management products and services to institutional and individual investors worldwide. It offers the full spectrum of investment strategies - from equity, cash management, fixed income, currency and asset allocation to alternative asset classes such as private equity, real estate and hedge funds.

www.jpmorganam.com.hk/

Contact

Apply