Client Advisor - ETF Distribution, Brazil & Southern Cone

JPMorganChase; São Paulo; Presencial; BRL 80.000 - 120.000; Tempo integral

Resumo da oferta

A leading financial services firm is seeking a Vice President for ETF Distribution in São Paulo. This role focuses on driving the adoption of investment solutions among institutional and intermediary clients in Brazil and Chile, requiring extensive knowledge of the ETF market. The ideal candidate will have a minimum of 7 years of experience in financial services, exceptional relationship management skills, and proficiency in Portuguese and Spanish. This position demands strong communication and analytical abilities, with a focus on market intelligence and growth strategy.

Qualificações

• 7 years of experience in asset management, ETF distribution, or related financial services roles.
• Proven track record in sales and client relationship management in Brazil and/or Chile.
• Deep understanding of ETFs, capital markets, and investment products.

Responsabilidades

• Develop and maintain relationships with institutional investors and key clients in Brazil and Southern Cone.
• Drive ETF sales growth by identifying new business opportunities.
• Monitor market trends and competitor activity in the ETF space.

Conhecimentos

Sales and client relationship management

Strong communication skills

Presentation skills

Negotiation skills

Market analysis

Fluency in Portuguese

Fluency in Spanish

English proficiency

Formação académica

Bachelor’s degree in Finance, Economics, Business, or related field

MBA or CFA preferred

Descrição da oferta de emprego

Overview

The Vice President (VP) ETF Distribution will be responsible for driving the growth and adoption of J.P. Morgan Asset Management’s Exchange-Traded Funds (ETFs) among institutional and intermediary clients in Brazil and Chile. The role requires a deep understanding of the ETF market, strong client relationship management skills, and the ability to deliver tailored investment solutions in a dynamic and evolving environment.

Key Responsibilities

• Client Coverage & Relationship Management: Develop and maintain relationships with institutional investors, private banks, wealth managers, and other key clients in Brazil and Southern Cone working jointly with the JPMAM local teams.
• Serve as the primary point of contact for ETF‑related inquiries, product education, and portfolio solutions for the JPMAM local team.
• Sales & Distribution: Drive ETF sales growth by identifying new business opportunities and expanding market share.
• Execute strategic distribution plans in alignment with regional and global objectives.
• Organize and participate in client meetings, presentations, and industry events.
• Product Expertise & Education: Provide clients and local teams with in‑depth product knowledge, market insights, and thought leadership on ETFs.
• Deliver training and educational sessions to clients and internal stakeholders.
• Market Intelligence & Strategy: Monitor market trends, regulatory developments, and competitor activity in the ETF space.
• Collaborate with product marketing and investment teams to develop and refine ETF offerings for the LatAm market.
• Reporting & Analytics: Track sales activity, client engagement, and market penetration; prepare regular reports for senior management.
• Analyze client portfolios and recommend ETF solutions to meet investment objectives.

Required Qualifications Capabilities and Skills

• Bachelor’s degree in Finance, Economics, Business, or related field; MBA or CFA preferred.
• 7 years of experience in asset management, ETF distribution, or related financial services roles.
• Proven track record in sales and client relationship management, ideally within Brazil and/or Chile.
• Deep understanding of ETFs, capital markets, and investment products.
• Strong communication, presentation, and negotiation skills.
• Fluency in Portuguese and Spanish; English proficiency required.
• Ability to travel within Brazil and Chile as needed.

Preferred Qualifications Capabilities and Skills

• Team player with strong collaboration skills.
• Experience working with institutional and intermediary clients in Latin America.
• Knowledge of local regulatory environments and market practices.
• Entrepreneurial mindset with a proactive approach to business development.