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Wealth Management, Investor Relations Managed Solutions, Associate/Vice President

Req #: 170098017
Location: Hong Kong, , HK
Job Category: Relationship Management/Sales
Job Description:
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
 
The Investor Relations team is responsible for communications and marketing for JPMorgan and third party managers to the Private Bank sales-force. The team works with the Manager Research and Selection team, outside third party managers, and JPMorgan Asset Management to understand our managers. The position works closely with the Strategy Team, Portfolio Construction and Asset Class leaders. The role is for the Asia region but is part of a global team.
 
Some examples of the responsibilities include:
  • Communicate as well as monitoring and positioning of JPMorgan Private Bank 3rd Party and proprietary products on a regular basis
  • Help identify key industry and market trend and their impact on the JP Morgan PB & product set
  • Serving as a liaison with the Mutual Fund Due Diligence team to gather relevant Manager information
  • Supporting regional teams in preparing client proposals, presentations and marketing materials
  • Responding to Banker and Investor inquiries on proprietary & 3rd Party products
  • Gaining a solid understanding of the portfolio construction, investment offerings and implementation process
  • Effectively communicate and present product positioning on PB morning calls
  • Answer questions about Managers including their process, philosophy, performance, and risk characteristics
  • Help Investors construct client portfolios with Manager recommendations
  • Update the sales-force in large forums about our Managers
  • Understand and communicate the impact of including a particular Manager or strategy in a multiple asset or multiple Manager structure
  • Articulate how the Manager selection process functions and how a combination of JPMorgan and 3rd Party strategies fits the Private Bank strategy for internal and external audiences
 
 
  • 7+ years of practical, hands-on investment experience gained within Asset Management or Investment Banking, Mutual Funds, Funds of Funds
  • Candidate must possess strong quantitative, analytical and technical skills
  • Candidate must possess strong knowledge across multi-asset classes and understand the impact of business cycles
  • Fluency in written and spoken English is a must; Mandarin and Cantonese beneficial
  • Advanced PowerPoint and Excel skills including presentation 
  • Must be adaptable and able to work in a demanding and unpredictable environment, detail-oriented and results-focused.
  • Independent and yet able to demonstrate strong teamwork, communication, presentation and interpersonal skills
  • Ethical, disciplined and high-energy personality with goal-oriented approach to projects
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