Digital Wealth Advisor - Associate

JP Morgan Chase; Hong Kong; On-site; HKD 480,000 - 720,000; Full time

Job summary

J.P. Morgan Asset Management in Hong Kong is seeking a Client Advisor – Associate for the Morgan Direct team, a digital investment platform serving retail clients.

You will guide clients on platform navigation and investment products while driving acquisition and engagement through collaboration with internal teams. With a strong emphasis on relationship management and data-driven growth, you will contribute to sales targets and ensure compliant, high-quality client experiences in a fast-paced

Qualifications

• Bachelor's degree and relevant experience within Asset Management, Wealth Management, Banking, or Financial Services.
• Exposure to digital marketing, campaign management, customer acquisition, or client analytics.
• Strong understanding of investment products and the ability to communicate them effectively to clients.
• Strong analytical, problem-solving, and organizational skills with the ability to manage multiple priorities.
• Proven client relationship management and stakeholder management capabilities.
• Excellent verbal and written communication skills in English and Cantonese.

Responsibilities

• Contribute to business and sales targets, including new client acquisition, net sales and asset growth, through proactive engagement with prospective and existing retail clients.
• Support clients across onboarding, platform navigation, account servicing and investment product enquiries, while delivering a high-quality client experience.
• Conduct needs-based sales conversations to help clients understand the Morgan Direct platform and relevant J.P. Morgan investment products.
• Partner with Marketing to develop, execute and evaluate scalable client acquisition, engagement and retention campaigns.
• Analyze client, campaign and market trends, and collaborate with Product, Technology, Operations and Client Service to improve conversion, digital adoption and business growth.
• Maintain the highest standards of business ethics and comply with applicable regulatory requirements and internal policies.

Skills

Asset Management

Wealth Management

Banking

Digital Marketing

Client Analytics

English & Cantonese

Education

Bachelor's degree in Finance or related field

Job description

J.P. Morgan Asset Management in Hong Kong is seeking a Client Advisor – Associate for the Morgan Direct team, a digital investment platform serving retail clients.

You will guide clients on platform navigation and investment products while driving acquisition and engagement through collaboration with internal teams. With a strong emphasis on relationship management and data-driven growth, you will contribute to sales targets and ensure compliant, high-quality client experiences in a fast-paced