Asset Management, Client Advisor, UK Funds, Vice President

JP Morgan

Location: Greater London

Job Type: Full time


You will advance new client opportunities, develop, and deepen the existing relationships, place investment products, create innovative investment solutions and grow JPMAM’s market share. This is a fantastic opportunity for someone who has a proven track record of delivering results and who would like to join a dynamic team environment on the next stage of this exciting journey.

Job summary

As a Client Advisor, UK Funds, Vice President you will partner closely with the rest of the UK Funds team and investors, marketing, product strategy and wider resources across the firm to strategically position JPMAM’s capabilities and range of products and solutions. Your focus will be on the effective coverage of investment desks at National Discretionary Fund Managers (NDFM) in London, and a select list of prospective London based clients. Alongside this primary responsibility you will also have the chance to work with Senior Client advisers on several top tier accounts, including Single Family Offices.

Job responsibilities

  • Coverage of a diverse panel of key clients, primarily the investment desks of NDFM firms in London (but also Single Family Offices and smaller Wealth Managers).
  • Work closely with Senior Client Advisers to build a strategic growth plan for the NDFM channel by increasing assets under management, revenues, and market share through developing and growing relationships to meet defined sales targets.
  • Develop strong product, operational and platform expertise while building internal relationships to provide effective solutions to client requests, as well as strategically identifying product solutions to complement clients’ or prospects’ platforms and gaps.
  • Co-ordinate with Regional Client Advisers, Investor teams, Senior Management, RFP team, Investment Trust and ETF Sales teams, Market Insights, Product Development & Strategy, and Marketing to ensure seamless execution of the NDFM strategy.
  • Partner closely with all channel sales and investor teams to prioritise product focus and oversee client proposals end-to-end.
  • Ensure close monitoring and progress tracking of requests for various information and projects at the same time and there is potential to be involved in strategic partnership across the Middle East and Africa

Required qualifications, capabilities and skills

  • Relevant industry experience forging strong relationships with a proven track record of delivering against a sales target or equivalent KPIs.
  • Experience in helping to build a sales/business strategy with exemplary client engagement and interaction skills; preference for individuals with London Wealth experience.
  • Strong technical investment knowledge, with excellent understanding of markets, fund solutions, competitive positioning, and regulatory environments.
  • Analytical with experience positioning complex products and solutions across the asset class waterfront (Equities, Fixed Income, Multi-Asset, and Alternatives).
  • Effective communication and messaging skills, and strong internal networker at all levels.

Preferred qualifications, capabilities and skills

  • Self-sufficient with excellent planning, time management, and organisational skills, demonstrating the ability to steer toward challenging deadlines.
  • Outstanding interpersonal skills and ability to make positive contributions to the business in a collaborative and dynamic team environment.
  • A team player with a commitment to creating an inclusive culture where talent at all levels of the organisation can thrive.