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.
Top Skills
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.
Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.
Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.
©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
Gallery






JPMorganChase Teams
JPMorganChase Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.