Asset Management Funds Client Advisor Vice President (Based Sydney)
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
J.P. Morgan Asset Management is a global leader in asset manager for individuals advisors and institution. Our global team of investment professionals provide strategies that span the full spectrum of asset classes. As one of the largest asset managers in the world with assets under management of USD$4.1 trillion (as of June 30 2025) we provide global market insights and a range of investment capabilities that few other firms can match.
As a Vice President in the Client Advisor Team you will have the opportunity to develop a strong presence for J.P. Morgan Asset Management in the retail market in Australia. You will bring the requisite skills experience and demonstrated success in building sales and will be looking to join a dynamic hardworking team. Reporting to the Northern Regional Sales Manager you will be responsible for developing our sales footprint through the financial adviser channel across IFAs Licensees Brokers and Private Wealth Advisors in NSW and ACT markets.
It is envisaged that you will have a keen interest in building adviser relationships as well as a successful track record in sales related experience in the Australian opportunities engaging key decision makers and positioning J.P. Morgan Asset Management as their investment solution and preferred business partner will be critical to will raise the profile of J.P. Morgan Asset Managements wholesale business be able to engage at the adviser level deliver presentations and execute our sales strategy to a broad set of clients.
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.
- 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 Asset Management 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 ETFs and private market alternatives
- 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
Required Experience:
Exec
Key Skills
- Change Management
- Financial Services
- Growing Experience
- Managed Care
- Management Experience
- Analysis Skills
- Senior Leadership
- Performance Management
- Process Management
- Leadership Experience
- negotiation
- Analytics
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
