Asset Management, Institutional Client Advisor, Executive Director - Frankfurt (all genders)

JPMorgan Chase & Co.; Frankfurt; Vor Ort; USD 80.000 - 160.000; Vollzeit

Zusammenfassung

An established industry player is seeking an experienced Client Advisor to join their Institutional Sales Team in Frankfurt. This role offers a unique opportunity to build and sustain relationships with clients in the German institutional market, focusing on ambitious growth and retention targets. The ideal candidate will have a proven track record in sales, a deep understanding of various asset classes, and exceptional communication skills. Join a dynamic team that values collaboration and innovation, where your contributions will significantly impact client success and investment strategies. If you are passionate about asset management and thrive in a fast-paced environment, this is the perfect opportunity for you.

Qualifikationen

• Several years of experience in asset management sales or investment banking.
• Deep understanding of equity, fixed income, and alternative markets.

Aufgaben

• Grow and retain a book of business within the German Institutional Market.
• Manage individual sales pipeline from opportunity to execution.

Kenntnisse

Sales skills

Business development

Communication skills

Presentation skills

Intercultural thinking

Ausbildung

University degree in Economics

University degree in Finance

University degree in Business Administration

CFA

CAIA

Jobbeschreibung

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 the sales team and across business lines in defining and successfully pursuing the client coverage strategy.

Major Responsibilities

1. 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.
2. Ownership of significant revenue targets and responsibility for managing an individual sales pipeline from opportunity through to execution.
3. Ability to identify any investment strategy, product, service, operational, client coverage gaps and take the lead in ensuring resolution.
4. 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.
5. Coordinate and work jointly with JPMAM’s funds and ETF sales team.

Professional Candidate Profile

1. 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.
2. Successful and reliable track record of fund raising across asset classes.
3. Deep understanding of equity, fixed income and alternative markets and their medium to long-term drivers.
4. Thorough knowledge of the legal and regulatory framework for institutional investors in Germany.
5. Outstanding communication and presentation skills, with the ability to convey complex concepts simply and clearly to clients.
6. Excellent German and English language skills.
7. University degree in Economics / Finance / Business Administration or similar.
8. CFA, CAIA desired.

Personal Candidate Profile

1. Excellent sales skills with strong business development ability.
2. Strong team player with intercultural thinking and ambition to share knowledge in a global organisation.
3. Self-starter with hands-on mentality.
4. Empathic and strong personal presence.
5. Highly organised and achievement oriented, knowing how to set priorities right.
6. Comfortable in delivering excellent results within tight deadlines.
7. Ability to work effectively across other groups, global regions and lines of business.