Asset Management Endowment Foundations Client Advisor at Asset Management in London

Post on: 7 Апрель, 2015 No Comment

Asset Management Endowment Foundations Client Advisor at Asset Management in London

J.P. Morgan Asset Management — London

About this job

Job description

J.P. Morgan Global Institutional Asset Management is a global leader in investment management, dedicated to creating a strategic advantage for institutions by connecting clients with J.P. Morgan experts globally. With 750 investment professionals on the ground in 35 countries, the firm seeks to deliver first-class investment results to some of the world’s most sophisticated organizations, including corporate pension plans, endowments, foundations, insurance companies, sovereigns and government-affiliated institutions.

J.P. Morgan Global Institutional is distinguished by its capital markets knowledge, global investment expertise and the long-term, proactive partnerships it establishes with clients. Our innovative strategies span equity, fixed income, real estate, private equity, hedge funds, infrastructure and asset allocation. J.P. Morgan Global Institutional is part of J.P. Morgan Asset Management, with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion (as of 12/31/2012).

Endowments & Foundations Institutional Client Advisor – ED Based in London

Position Overview

This position will be accountable for own set of client relationships and sales metrics. This person will be responsible to drive an advisory and sales effort to organically grow the Endowments & Foundations (E&F) /Not-For-Profit clients business by providing innovative thought leadership and executing on a progressive strategy for a sophisticated institutional client base.

• Drive year on year (YOY) growth by executing sales solution strategies, identifying opportunities to build new client relationships and deepening existing client relationships, and initiating successful programs targeting specific client needs.

o Disciplined territory management

o Generates results and focuses on increasing and retaining the firm’s assets

o Retains and defends existing business

o Grows relationships with existing clients

• Develop strategic partnerships with clients at the most senior decision maker level (CIO) by influencing and building close personal relationships at E&Fs

o Achieves first call status with clients and maximizes JPM opportunities

o Identifies, develops and closes new business opportunities

o Has in-depth knowledge of key clients

o Initiates and encourages broad and direct relationships across product /client service areas.

• Actively participates in major industry associations/conferences and develops key role as a market influencer and trend-setter

o Distinguishes self from the competition and leaves a strong, positive impression of JPMorgan Asset Management (JPMAM)

o Displays integrity and trust in all client relationships and in the marketplace

• Develop and maintain personal relationships with key decision makers, gatekeepers and centers of influence; as well as builds well coordinated partnership with internal colleagues

o Balances team and functional needs

o Develop targeted/specific marketing and sales ideas and presentations in partnership with marketing and other sales support teams.

o Efficiently uses firm resources; appropriately leverages internal the firm’s relationships and openly shares with peers, colleagues, etc.

o Leads and leverages Client Portfolio Manager, Consultant Advisor and Client Service Manager (CSM) Create client/market demand and proactively respond to consultant led searches

• Develop and mentor junior staff members

o Leverages and involves team member on stretch assignments

o Efficiently uses the firm resources

Desired Skills and Experience

Qualifications

• Substantial and proven sales experience, preferably with institutional E&F/Not-For-Profit clients and investment management, and with proven sales leadership

• Sustained track record of building, developing and growing client relationships

• Capital Markets: Demonstrates & applies knowledge of the global economy, financial markets & the political landscape

• Deep penetration of the marketplace

• Ability to position and differentiate our products against competitor firms and their Investment products & processes, as well as service platforms

• Product Knowledge: Expert understanding of our product range & positioning within the competitive landscape

• Deep knowledge of the Investments, preferably alternatives, pension finance, investments, fixed-income markets, equities, international, real estate, private equities, defined contribution and the state of the industry and any other pertinent topics

• Ability to influence product development, pricing, position and competitive analysis

• Knowledge of buying behavior among

• Client Understanding: Deep understanding of the &F/Not-For-Profits’ strategic issues, risks & objectives

• Demonstrated ability to deliver decisive and insightful solutions through an integrated strategy and initiatives

• Excellent internal and external influencing and relationship building capabilities

• Proven track record running client relationships with complex and multiple product offerings

• Professional Competence: Skilled to best represent & deliver the firm

• Work effectively within a large, complex and matrixed organization across and within teams

• Effective communication across product sales team and proactively partners and leverages each team member, CPM, and other partners

• Lead, develop and coach senior Client Advisors and junior staff members.

• Undergraduate degree; advanced degree preferred

• CFA preferred

JP Morgan offer an exceptional benefits program and a highly competitive compensation package.

JP Morgan is an Equal Opportunity Employer


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