J.P. Morgan Asset Management (JPMAM) is a global leader in asset management, serving individuals, advisors, and institutions. With investment professionals worldwide, we offer strategies across the full spectrum of asset classes. As one of the largest active asset managers globally, managing US$ 3.6 trillion in assets (as of December 31, 2024), we provide unparalleled market insights and investment capabilities. Our Australia and New Zealand Institutional Business markets investment solutions to Super Funds, Sovereign Wealth and State Funds and Insurers (collectively "Institutional Clients")
As an Institutional Client Advisor, Vice President in Asset Management, you will report directly to the CEO of Asset Management Australia and New Zealand. You will collaborate closely with three senior Client Advisors in the Institutional and Consultant teams, focusing on Institutional Clients. Your primary responsibility will be to deliver investment solutions to both prospective and existing Institutional Clients, leveraging JPMAM's comprehensive platform, including research, strategy, and products. This role involves direct client responsibility and partnership with senior Client Advisors in managing large Institutional Clients.
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Job Responsibilities:
- Continue to grow our business by selling investment solutions to Australian and New Zealand Institutional Clients.
- Provide support to the co-leads of the Institutional business to cover large institutional clients in Australia/New Zealand.
- Collaborate with the consultant coverage team to gain support from research and field consultants.
- Identify, initiate, and nurture new client relationships, converting sales leads into investment mandates.
- Ensure the delivery of exceptional ongoing service to clients.
- Work closely with JPMAM investment teams and colleagues across J.P. Morgan, including divisions within the Commercial & Investment Bank, to leverage all capabilities for the Australia/New Zealand market.
- Utilize the Research and Strategy groups within JPMAM to provide relevant advice, analyses, and recommendations to Institutional clients in Australia and New Zealand.
- Contribute to a team environment focused on achieving long-term, team-based business objectives.
Required qualifications, capabilities and skills:
- Minimum of 10 years of experience in financial services.
- Proven success in building and expanding a client book at another asset manager.
- Strong understanding of capital markets and investment solutions across diverse asset classes, investment types, and geographies.
- Demonstrated ability to prospect and establish new client relationships.
- Knowledge of Australian superannuation requirements and the ability to apply them in a client-specific context.
- Excellent communication and presentation skills.
- Team player with initiative and foresight to anticipate needs and requirements.
- Highly organized and methodical, with the ability to work effectively under pressure and manage multiple priorities.
- Self-motivated and a proactive self-starter.
Preferred qualifications, capabilities and skills:
- Experience working in a global organization is advantageous.
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.