. Morgan Asset Management (JPMAM) is a leading asset manager for private clients, financial advisers and institutions, with USD 3 trillion under management. Our investment professionals (client advisors, portfolio managers, quantitative analysts, risk management, senior management and economists) around the world and across the asset class spectrum share one common goal: to help build stronger portfolios that solve the real needs of our clients. This fiduciary responsibility defines our relationship with clients and informs the basis of every decision we make on their behalf. This core principle is the foundation of our business as we work to understand our clients' needs, offer informed advice and execute strategies to generate excess returns and provide world-class client solutions.
With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer unique investment experience and insight.
Today, we offer clear, actionable market insights that are trusted the world over. We use the depth and breadth of our global research platform to identify risks and opportunities that others might miss. And, through our ESG-integrated investment platform, investment stewardship and ESG-focused strategies, we help our clients to invest for sustainable return in a sustainable world.
For our Institutional Sales Team in Frankfurt, we are looking for an experienced Client Advisor (m/f/d) – Executive Director
Role Description and Functions
This position represents the opportunity to build and sustain client relationships within the German Institutional Business of JPMAM. The Client Advisor’s responsibility involves a complex client set with ambitious growth and business retention targets. In that, the candidate works jointly and closely with in the sales team and across business lines in defining and successfully pursuing the client coverage strategy.
Major Responsibilities
Significantly growing a book of business and retaining existing clients. This entails working closely with business development, client services as well as colleagues across JPMAM including various divisions within the Commercial & Investment Bank, Asset Management, and Treasury and Security Services.
Ownership of significant revenue targets and responsibility for managing an individual sales pipeline from opportunity through to execution.
Ability to identify any investment strategy, product, service, operational, client coverage gaps and take the lead in ensuring resolution.
Working closely with the wider European and Global Institutional Team, our Global Insurance Solutions team as well as all product groups across JPMAM to create and deliver compelling investment solutions.
Coordinate and work jointly with JPMAM’s funds and ETF sales team
Professional Candidate Profile
Several years of experience in a sales position in the asset management sector, investment consultancy, investment banking or similar roles covering the German institutional market
Successful and reliable track record of fund raising across asset classes
Deep understanding of equity, fixed income and alternative markets and their medium to long-term drivers
Thorough knowledge of the legal and regulatory framework for institutional investors in Germany
Outstanding communication and presentation skills, with the ability to convey complex concepts simply and clearly to clients
Excellent German and English language skills
University degree in Economics/ Finance/ Business Administration or similar
CFA, CAIA desired
Personal Candidate Profile
Excellent sales skills with strong business development ability
Strong team player with intercultural thinking and ambition to share knowledge in a global organisation
Self-starter with hands-on mentality
Empathic and strong personal presence
Highly organised and achievement oriented, knowing how to set priorities right
Comfortable in delivering excellent results within tight deadlines
Ability to work effectively across other groups, global regions and lines of business