Digital Wealth Advisor - Associate

JP Morgan Chase; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Job summary

J.P. Morgan Asset Management in Hong Kong is seeking a Client Advisor – Associate for the Morgan Direct team. You will be a trusted contact for retail clients, guiding them on the Morgan Direct platform and J.P.

Morgan investment products while combining relationship management with data‑driven digital growth. You will support onboarding, platform navigation and account servicing, conduct needs‑based sales conversations, and collaborate with Marketing, Product and Technology to improve

Qualifications

• 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.
• 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.

Skills

Digital marketing

Campaign management

Client analytics

English and Cantonese communication

Relationship management

Strong communication skills

Education

Bachelor's degree in Finance/Asset Management/Business

Job description

J.P. Morgan Asset Management in Hong Kong is seeking a Client Advisor – Associate for the Morgan Direct team. You will be a trusted contact for retail clients, guiding them on the Morgan Direct platform and J.P.

Morgan investment products while combining relationship management with data‑driven digital growth. You will support onboarding, platform navigation and account servicing, conduct needs‑based sales conversations, and collaborate with Marketing, Product and Technology to improve