Posted on 2021-10-11

Asset Management, Hong Kong Direct Business, Client Advisor, Associate, Hong Kong

JPMorgan Chase Bank, N.A.

Business Overview:

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.

The Hong Kong 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.

We are seeking a motivated and seasoned Client Advisor to promote our business and expand our retail client base, with key responsibilities outlined here:


  • Achieve business and sales targets, including new client acquisition and asset building, by promoting the business to retail clients
  • Generate innovative ideas for capture new business opportunities, participate in business strategy developments and take ownership of action plans
  • Initiate, organize, coordinate, participate and support sales activities through business related projects and technology initiatives.
  • Initiate, organize and coordinate with relevant teams to develop/ enhance functions and features on JPMorgan AM online platform, e.g., ongoing platform maintenance including regulatory related enhancements, automation and faster payment system
  • Understand fin-tech market landscape, formulate medium to long term business strategies for business growth
  • Compliance and risk control- regulatory inspection, internal audits, metric monitoring, AML & cross border enhancement and complaint case handling


  • Degree holder
  • Minimum 4 years of relevant experience in digital platform development, sales and marketing, consulting/project management
  • Experience in developing digital solutions/ content design for online wealth management/ banking platform
  • Demonstrate sound understanding of Fintech developments and relevant regulatory requirements
  • Experience in conducting market research and data analysis and technology workflow diagram
  • Possess sound investment and financial knowledge
  • Client solutions driven, self-motivated, a team player with excellent project management skills
  • Excellent communications in both written and spoken English and Cantonese; fluency in Mandarin is preferred
  • Qualified to register with SFC to carry on Type 1 regulated activity preferred


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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

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More job information
Job Function
Employment Term
  • Permanent
  • Full-time
  • 4 years - 9 years
Career Level
  • Non-management level
  • Degree