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Asset Management, Client Advisor, Intermediary Business, Associate

Req #: 170111602
Location: Taipei, TPE, TW
Job Category: Asset Management
Potential Referral Amount: 45000 New Taiwan Dollar (TWD)

Asset Management, Client Advisor, Intermediary Business, Associate / Vice President

JP Morgan Investment Management


JPMorgan Asset Management ("JPMAM") 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 Intermediary Business sells investment products through non-affiliated intermediaries (for example securities firms, banks, financial planners, insurance companies) who, in turn, sell these products to individual investors.

Key responsibilities include:

• Build and deepen strong business partnerships with assigned intermediaries (mainly in the retail platform like retail banks, international life companies, IFAs) and construct a long term business plan

• Proactively communicate with all levels of clients (including gatekeepers, investment consultants, relationship managers) from various intermediaries and explore sales and other promotional activities

• Maintain the highest standards in business ethics and comply with internal guidelines.

• Understand and analyze industry development and translate into business opportunity

• Prepare business report and handle business agreement related issues

• Work effectively with different internal parties and able to present on the team’s behalf

• As a team to achieve overall business objectives, i.e. sales targets and other KPIs


• University graduate in Business, Finance and/or related discipline with a minimum of 8 years of experience in financial industry. Experience in insurance product is preferred.

• Professional qualifications such as CFA would be an advantage

• Good team player whilst able to work independently

• Strive for excellence; able to work under strong pressure

• Good analytical skills and can demonstrate a comprehensive understanding of financial markets and investment products (especially fund)

• Spoken and written fluency in Chinese and English

• Strong interpersonal and presentation skills

• Knowledge in Micropal, Bloomberg would be an advantage

• Obtain local regulatory license, i.e. SITCA Sales, or Senior Security Sales

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