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JP Morgan Chase

Runs a consumer bank and an investment bank

Vice President Client Advisor - Australia Wholesale Business

Field SalesConfirmed live in the last 24 hours
Full-timeMelbourne VIC, AustraliaNo salary listed

About the Job

Requirements

  • A tertiary qualification in Economics, Finance, or another related discipline.
  • A proven track record in business development in retail funds management across managed funds, exchange-traded funds, and private market alternatives.
  • Demonstrated experience and success developing a similar business in another comparable organization.
  • At least 5 years of prior experience in similar client-facing roles.
  • Demonstrated expertise in investment strategies across various asset classes.
  • A strong understanding of the financial planning industry.
  • Ability to self-motivate, multitask, take initiative, stay well organized, attend to detail, and adapt to change.
  • Exceptional negotiation, influence, and persuasive skills.
  • Excellent written and oral communication and presentation skills.
  • Willingness to travel within Australia and internationally.

Responsibilities

  • Plan and implement a 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.
  • Contribute to 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 J.P. Morgan Asset Management's presence in the marketplace.
  • Build and manage a client base to achieve profitable growth within a dynamic, highly energized team.

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1799

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