Asset Management — Hong Kong Intermediary Business, Client Advisor — Execut at JPMC Candidate Experience page

Hong Kong, Hong Kong Island, Hong Kong S.A.R. -

Full Time

Start Date

Immediate

Expiry Date

07 Jun, 26

Salary

0.0

Posted On

09 Mar, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Development, Client Relationship Management, Sales Ownership, Strategic Planning, Stakeholder Collaboration, Market Intelligence, Fintech, Digital Distribution, Asset Management, Funds, ETFs, Relationship Management, Risk Management, English, Cantonese

Industry

Financial Services

Description

Are you ready to elevate your career in asset management? We invite you to become a pivotal member of our Client Advisor Team within the Hong Kong Intermediary Business. This is your chance to make a significant impact by delivering unparalleled client experiences through innovative and proactive sales strategies. As a Client Advisor in our Hong Kong Intermediary Business, you will play a pivotal role in driving our Asset Management growth through fintech, online, and digital distribution channels. You will engage with both established and emerging digital platforms (e.g., online brokerages, robo‑advisors, and digital wealth managers) to expand our reach and deliver innovative investment solutions—including Funds, ETFs, Model Portfolios, and Alternatives—to end clients. You will be at the forefront of digital transformation in asset management distribution, working with innovative partners and a dynamic team. If you are passionate about fintech, digital distribution, and delivering exceptional client outcomes, we invite you to apply. We are committed to conducting “first‑class business in a first‑class way,” and we expect you to embody this ethos in every interaction. Job Responsibilities Business Development * Identify, acquire, and onboard new digital distributor and brokerage partners for our Funds and ETF business. * Build and nurture senior‑level relationships to secure product placement and drive business growth. Client Relationship Management * Deepen and expand relationships with existing digital and brokerage platform clients through proactive engagement and tailored growth strategies. * Serve as the primary point of contact, ensuring high‑quality service and responsiveness. Sales Ownership * Manage the entire sales pipeline—from prospecting and pitching to closing and scaling relationships—to achieve sales targets and KPIs. Strategic Planning * Develop and execute client strategies that drive business growth across digital and brokerage channels. * Analyze industry and platform trends to identify and capitalize on new business opportunities. Stakeholder Collaboration * Partner with internal teams (investment, product, risk, legal, operations, etc.) to deliver commercial outcomes, maintain service quality, and ensure robust risk controls. * Collaborate cross‑functionally to support strategic initiatives and achieve overall business objectives. Market Intelligence * Stay abreast of developments in the fintech and digital distribution landscape, providing insights and recommendations to inform business strategy. Required Qualifications, Capabilities, and Skills * Minimum 8 years of experience in the financial industry, with a proven track record in sales and established client relationships. * Demonstrated success in business development, particularly with digital distributors, brokerages, or fintech platforms. * Strong understanding of capital markets, investment funds, and the Hong Kong intermediary / brokerage / digital distribution ecosystem. * Entrepreneurial, proactive, and results‑driven mindset with the ability to generate and execute new ideas. * Excellent relationship management and communication skills, both internally and externally. * Strong fiduciary mindset with a commitment to risk management and the highest ethical standards. * Fluency in English and Cantonese is essential. Preferred Qualifications, Capabilities, and Skills * CFA designation is desirable but not mandatory. J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. 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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs [https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about requesting an accommodation. J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Responsibilities

The role involves identifying, acquiring, and onboarding new digital distributor and brokerage partners while deepening relationships with existing clients through proactive engagement and tailored growth strategies. Responsibilities also include managing the entire sales pipeline, developing client strategies, and collaborating cross-functionally to deliver commercial outcomes.