Asset Management - China Retail Business, Sales Support - Associate

Posted 9 Days Ago
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Central and Western
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As a Sales Support Associate, you'll handle client inquiries, support product onboarding, coordinate with teams, and prepare reports in Chinese and English.
Summary Generated by Built In

Job Description
The China Retail Business provides QDII (China Qualified Domestic Institutional Investor Scheme) and MRF (Mainland-Hong Kong Mutual Recognition of Funds Scheme) product solutions to banks, online platforms, securities companies, and wealth management firms in China, enabling global investment opportunities for Chinese investors.
As a Sales Support Associate in the China Retail Business Team, you will be a team-oriented self-starter with have keen interest in financial markets, positive attitude, and high level of integrity. You will be a dedicated and proactive Sales Support. Our focus is on delivering exceptional client experiences through innovative and engaging sales strategies.
Job responsibilities:

  • Support Client Advisors by handling client inquiries via email, phone, and client templates.
  • Collaborate with the RFP team to complete product onboarding accurately and promptly.
  • Represent the Intermediary Sales team in project meetings, assessing business/client impacts and coordinating with internal teams to resolve issues and facilitate project roll-outs.
  • Develop and maintain Standard Operating Procedures for daily business operations.
  • Coordinate with investment, marketing, compliance teams to ensure sales materials are accurate and compliant.
  • Prepare and translate pitch books, presentations, and reports between English and Simplified Chinese.


Required qualifications, capabilities and skills

  • Bachelor's degree in Business, Finance, or a related field, with 4 years of experience in the financial industry.
  • Strong team player with the ability to work independently.
  • Excellent communication skills in Mandarin and English, with strong interpersonal and presentation abilities.
  • Proficient analytical skills and a solid understanding of financial markets and investment products, particularly funds.
  • Advanced proficiency in Word, Excel and PowerPoint.
  • Willingness to travel to China; capable of managing high volumes and working under pressure to meet tight deadlines.
  • Strong writing skills in Chinese.


Preferred qualifications, capabilities and skills

  • Experience in Asset Management.
  • Professional qualifications such as CFA.
  • Fluency in Cantonese
  • Familiarity with Morningstar and Bloomberg.


About Us
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 for more information about requesting an accommodation.
About the Team
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.

Top Skills

Bloomberg
Excel
Morningstar
PowerPoint
Word

What the Team is Saying

Nick S.
Lupe C.
Edwin T.
Dawn T.
Meng M.
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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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