Job Description
As an Client Advisor, you will work closely with your team and provide field sales coverage in Brazil, coordinating business development efforts, establishing key client relationships, and managing campaigns and marketing activities. You will have the opportunity to be part of a leading asset manager and contribute to the expansion of investment capabilities in the Brazilian market.
Job Responsibilities
- Proactively identifying new business opportunities by completing ongoing screens to assess our competitive positioning/advantages and staying abreast of current manager searches
- Developing and completing presentations for client and prospect meetings. Maximizing focus on prospecting, pitching and closing sales by owning certain parts of the sales process (legal, operational, marketing, etc.)
- Participating in and working with Client Advisor to prep for client meetings - both for new business opportunities and ongoing due diligence with clients
- Conducting research and bringing proactive ideas to the forefront for client and prospect firms
- Leveraging shared resources across Funds Management and the Portfolio Management teams to communicate and relay sales and market intelligence
- Providing Client Advisors and clients with analysis of the competitive landscape through use of analytical tools
- Coordinating information with Client Portfolio Managers for meeting preparation, client agendas, discussing client issues and gathering follow-up information
- Help coordinate & execute client events, roadshows, due diligence meetings, etc.
- Serve as primary point of contact for routine client needs and requests
Required Qualifications, Capabilities And Skills
- 5 years of relevant work experience at an asset management firm
- Excellent presentation skills - possess an ability to clearly present competitive analyses and material to clients and prospects
- Exceptional analytical skills - Strong Capital Markets Acumen & ability to analyze JPMorgan's and the competition's products and performance
- Effective communication skills as evidenced through presentations and client interaction on the phone and in meetings
- Resource Skills - demonstrate a command on how to find information and data in the firm by developing a strong network
- English fluency
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.
