JPMorgan Chase & Co.
Client Advisor - UK Funds Sales - Vice President
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Client Advisor - UK Funds Sales - Vice President
Our Client Advisor Role
Working in a team of senior sales colleagues, you will be responsible for the management of existing key relationships as well as driving new business opportunities with:
- Independent Financial Advisers (IFA)
- Wealth Managers (WM)
- Discretionary Fund Managers (DFM)
across the UK.
You will:
- Deepen relationships predominantly office-based over the phone
- Cultivate new business opportunities both office-based and across the UK in person
Key to Success
The ability to:
- Work effectively in a team with senior sales partners
- Operate in a consultative manner with clients
Job Responsibilities
- Work alongside a senior sales team to:
- Deepen and broaden new and existing relationships with IFAs and DFMs
- Collaborate on accounts with existing senior Client Advisors (CA) before taking the lead on accounts independently
- Maintain a high level of proactive and reactive activity with clients, predominantly virtually
- Utilise technology sales tools to:
- Identify opportunities
- Input and manage data on CRM effectively
- Plan and attend client meetings on an as-needed basis
- Build strong internal stakeholder relationships to enable:
- Excellent service and client proposals
- Adopt a consultative approach to:
- Help clients build stronger portfolios via:
- Market Insights
- Portfolio Insights programs
- Help clients build stronger portfolios via:
- Develop a thorough understanding of key investment strategies
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Required Qualifications, Capabilities & Skills
- Possess a strong understanding of financial markets and the ability to explain complex financial concepts in:
- Simple, repeatable terms
- Demonstrate:
- Teamwork
- Self-reliance
- Carry sales experience, with specific expertise in:
- Selling over the phone
- A proven track record of success in:
- Selling Investment Management/financial products
- Managing relationships
- Highly motivated, with flexibility to:
- Travel across the UK
- Host:
- JPM events
- Third-party events
- Drive the best possible outcomes for the team
- Exhibition of:
- Multi-tasking skills
- High organisational abilities
- Ability to:
- Develop industry and product knowledge
- Potential to build relationships across:
- Entire organisation
- Partner firms
- Aptitude for resilience and:
- Working against targets within scorecards
- Strong knowledge of capital markets covering:
- A wide variety of asset classes and regions (e.g. Equity, Fixed Income, Alternatives, Emerging Markets)
- Possession of (or desire to attain):
- Investment Management Certificate (IMC)
Preferred Qualifications, Capabilities & Skills
- Excellent written and verbal communication skills
- Leverage of global resources with experience
- Leadership abilities, including:
- Driving sales results
- Focus to increase and retain firm’s assets
- Exceeding activity targets
- Managing multiple territory priorities
- Skill in:
- Clearly, concisely, and compellingly tell the “JPM story”
- Growing, developing, and maintaining relationships with advisors
- Proficient use of CRM systems
- Effectiveness in presenting to financial advisors
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About J.P. Morgan Asset & Wealth Management & Some Additional Insights
First-class business, first-class way approach: J.P. Morgan works to build long-term partnerships that help clients achieve their business and financial objectives.
Commitment to Diversity & Inclusion
Our company is:
- An equal opportunity employer
- Strong supporter of diversity and inclusion
- Committed to:
- Non-discrimination based on any protected attribute (race, religion, colour, national origin, gender, sexual orientation, age, etc.)
J.P. Morgan Asset & Wealth Management offers industry-leading investment solutions, including:
- Asset Management to individuals, advisors, and institutions:
- Comprehensive strategies and expertise across asset classes through global networks
- Wealth Management focused on:
- Supporting individuals, families, and foundations to:
- Better define, focus, and realise personal and financial goals
- Supporting individuals, families, and foundations to:
You can visit FAQs page for more information about requesting an accommodation in our hiring process.
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