Join to apply for the Asset Management - Client Advisor - Vice President (Melbourne) role at JPMorganChase
2 days ago Be among the first 25 applicants
Join to apply for the Asset Management - Client Advisor - Vice President (Melbourne) role at JPMorganChase
Job Description
This position is a unique and exciting opportunity for an outstanding individual to develop a strong presence for J.P. Morgan Asset Management, in the retail market in Australia. The individual will raise the profile of J.P. Morgan Asset Management's wholesale business, be able to engage at the adviser level, deliver presentations and execute our sales strategy to a broad set of clients.
Job Description
This position is a unique and exciting opportunity for an outstanding individual to develop a strong presence for J.P. Morgan Asset Management, in the retail market in Australia. The individual will raise the profile of J.P. Morgan Asset Management's wholesale business, be able to engage at the adviser level, deliver presentations and execute our sales strategy to a broad set of clients.
As a Vice President, Client Advisor in Asset Management, you will report to the Head of Wholesale Australia and New Zealand, and you will be responsible for developing our sales footprint through the financial adviser channel across IFA's, Licensees, Brokers and Private Wealth Advisors in VIC and WA markets. You will bring the requisite skills, experience and demonstrated success in building sales and will be looking to join a dynamic, hard working team. You have a keen interest in building adviser relationships, as well as a successful a track record in sales related experience the Australian market. Identifying opportunities, engaging key decision makers and positioning J.P. Morgan Asset Management as their investment solution and preferred business partner, will be critical to success.
Job Responsibilities
* Plan and implement successful strategy for a given panel of advice practices including achieving approved product list and model portfolio inclusions with financial advisers.
* Achieve new funds flow sales targets for assigned financial adviser accounts, majority driven by desk based sales.
* Be an integral part of the sales team in building the wholesale distribution capability and sales effort for J.P. Morgan Asset Management.
* Seek out and develop new business opportunities and relationships to meet sales budgets
* Champion JP Morgan's presence in the marketplace.
* Build and manage a client base to achieve profitable growth within a dynamic highly energised team
Required Qualifications, Capabilities, And Skills
* Tertiary qualification in Economics, Finance or other related discipline.
* A proven track record in business development in retail funds management across managed funds and/or ETFs
* The successful candidate should have a minimum of 3 years prior experience in similar client facing roles
* Demonstrated passion for developing and nurturing client relationships
* Demonstrated expertise in investment strategies across various asset classes
* Strong understanding of the financial planning industry
* Self-motivated, able to multi-task and take initiative. Well-organized, detail oriented and adaptable to change
* Exceptional negotiation, influence and persuasive skills
* Excellent written and oral communication skills as well as presentation skills
* Travel is required within Australia and internationally
Preferred Qualifications, Capabilities, And Skills
* Ideally the successful candidate will have demonstrated experience and success of developing a similar business in another comparable organization
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.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Consulting, Information Technology, and Sales
Referrals increase your chances of interviewing at JPMorganChase by 2x
Sign in to set job alerts for "Client Advisor" roles.
Melbourne, Victoria, Australia 2 weeks ago
Carlton, Victoria, Australia 3 months ago
Melbourne, Victoria, Australia 10 hours ago
Footscray, Victoria, Australia 15 hours ago
Melbourne, Victoria, Australia 2 weeks ago
Melbourne, Victoria, Australia 4 weeks ago
Melbourne, Victoria, Australia A$90.00-A$95.00 1 week ago
Melbourne, Victoria, Australia 2 weeks ago
Melbourne, Victoria, Australia 1 week ago
Wellbeing and Injury Management Advisor (Early Intervention)
Southbank, Victoria, Australia 6 days ago
Hawthorn East, Victoria, Australia 1 week ago
Melbourne, Victoria, Australia 1 week ago
Melbourne, Victoria, Australia A$850.00-A$950.00 1 week ago
Melbourne, Victoria, Australia 8 hours ago
Melbourne, Victoria, Australia A$600.00-A$700.00 1 week ago
Melbourne, Victoria, Australia 2 weeks ago
Melbourne, Victoria, Australia 6 days ago
Footscray, Victoria, Australia 14 hours ago
Melbourne, Victoria, Australia 1 week ago
Policy and Business Analyst - Barton Deakin
Melbourne, Victoria, Australia 1 week ago
Melbourne, Victoria, Australia 1 week ago
Melbourne, Victoria, Australia 1 week ago
Melbourne, Victoria, Australia 1 week ago
Manager - Technology in Deals, Deal Advisory
Melbourne, Victoria, Australia A$110.00-A$118.00 2 weeks ago
Sales and Operations manager -Luxury Travel
Melbourne, Victoria, Australia A$100,000.00-A$110,000.00 1 week ago
Business Analyst | Digital Transformation
Melbourne, Victoria, Australia 2 months ago
South Melbourne, Victoria, Australia A$130,000.00-A$160,000.00 3 days ago
Employee relations and Workplace Advisor
Melbourne, Victoria, Australia 1 week ago
Business Analyst | Hybrid | World class SAAS Solution
Melbourne, Victoria, Australia A$90,000.00-A$110,000.00 4 days ago
Melbourne, Victoria, Australia 1 week ago
We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr