Asset Management, Hong Kong Direct Sales Business, Sales Support / Business Development Associate

J.P. Morgan Asset Management 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. 

Business Overview: 

Our Direct Sales Business, located at Central district, has been offering retail mutual funds and serving mass retail clients for more than three decades.

Through different channels, we assist our clients to plan for their goals, to review their financial needs and to implement their plans.  We are also dedicated to maintain a top notch online platform to facilitate clients to manage their wealth.

The Role:

We are seeking for an enthusiastic and motivated Sales Support / Business Development Associate to join our Direct Sales Business to promote and expand our retail client base.

Responsibilities:

• Initiate, organize, coordinate, participate and support sales activities through on-site promotion, exhibition, client seminars and business related events and projects
• Initiate, organize and coordinate with relevant teams to develop or enhance functions and features on the online platform
• Achieve sales and business targets, including client acquisition and asset building, by promoting the business to retail clients
• Act as speaker in seminars and investor educations
• Back up team members on business development initiatives
• Handle client's enquiries in a professional manner
• Perform department administrative duties

• Perform other duties as assigned by the manager for the Direct Business 

Qualifications:

• Degree holder, preferably in Finance/Digital/Marketing/Advertising Management or related subjects, with a strong understanding in Mutual Funds product

• Possess sound investment and financial knowledge

• Qualified to register with SFC to carry on Type 1 regulated activity preferred 

• A minimum of 5 years of sales and marketing experience 

• Professional, customer-oriented, self-motivated and a team-player 

• Strong interpersonal and presentation skills 

• Excellent Microsoft Office skills, including PowerPoint, Word and Excel

• Excellent communications in English and Cantonese; fluency in Mandarin is preferred

• Experience in market research, data analysis and project management is an advantage

• Qualified candidates with less experience will be considered at Professional Exempt (Analyst) level