Asset Management, Product Strategy, Associate/Vice President

  • Competitive
  • Hong Kong
  • Permanent, Full time
  • JPMorgan.
  • 17 Dec 17 2017-12-17

Please Refer to 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 Product Strategy group within JPMAM provides comprehensive research, thought leadership and competitive differentiation of JPMAM’s investment capabilities to expand distribution and the quality of product coverage representative of our global franchise.
 
The Project Strategy team’s objectives include:



  • Driving and supporting JPMAM’s strategic agenda for growth and market-share capture by providing timely competitive intelligence on flows, asset growth, product trends and performance tracking


  • Delivering product sales ideas that leverage current market events and competitive opportunities


  • Providing a programmatic approach to the profiling of top opportunities to speed the sales cycle around closing of new business and cross-selling products into existing relationships

 
Position Overview:
 
The Product Strategy Associate/Vice President will be responsible for developing and executing a platform to effectively drive the product positioning and messaging agenda across all communication mediums.  This individual will collaborate with the countries, distribution, marketing, and portfolio managers to provide competitive intelligence and influence decisions.  In addition, this individual will partner with Global Strategic Relationship teams (“GSR”) in developing tools that will be utilized in obtaining product placement at key firms.
 
Responsibilities:
 
Product Positioning
Develop strategic plan to deliver product intelligence across all communication mediums:
 


  • Become subject matter expert on JPMorgan product range, competitor products, and industry trends


  • Assist Managers to create messaging, communication and sales ideas for JPMAM product line


  • Utilize expertise to participate in development of asset class campaigns, sales aids, Q&A, product brochures, etc.


  • Coordinate quarterly Focus Fund performance review across


  • Partner with Training team to identify sequencing of product training and key product selling points

 
Partnership with Sales and Countries:
Partner with sales teams in various countries and GSR team in developing analytical tools to provide insight into industry trends as well as competitor strengths, weaknesses, opportunities and threats.
 


  • Participate in all designated sales/country meetings, conference calls etc.  Communicate product updates/positioning to train sales personnel via conference calls or formal presentations


  • Develop in-depth relationships with the sales force in each country.  Work with sales to influence product conversations with clients, either through travel in the field or via tailored analysis for specific opportunities


  • Monitor and identify product placement opportunities with GSR team


  • Participate in product evolution and rationalization efforts

 

 


  • Bachelor’s Degree and 7+ years financial services experience with strong Asian markets exposure, with a significant focus in product management, analysis, and strategy


  • CFA or CAIA strongly preferred; SFC License to sell or equivalent in local markets


  • Demonstrated ability to influence and gain senior management buy-in on key initiatives


  • Strong leadership, influence, analytical, communication, project management and cross-organization collaboration skills required


  • Fluency in English and Mandarin


  • Proficiency in Morningstar Direct, eVestment Analytics and Simfund


  • Quantitative background a plus