Asset Management - Client Advisor, Montreal - Vice President

Job Description

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm.

Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges.

We meet them with a singular focus : to offer investment solutions designed to achieve their goals in the way that's best for them.

Offering fund solutions to the retail advisor community across Canada represents an enormous opportunity for J.P. Morgan Asset Management Canada.

As a leading asset manager - we are well positioned to bring our industry leading investment capabilities to the Canadian retail market.

As an External Client Advisor, you will provide field sales coverage in Montreal and surrounding areas, 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 Canadian retail market.

Job Responsibilities

• Proactively contact firms in Montreal to identify avenues for increased penetration, including but not limited, to new advisor referrals, conference / meeting opportunities, and website presence.
• Perform a variety of sales functions including client meetings, client follow-up, proposal generation, presentations, public speaking, and attending seminar and industry events.
• Be the primary point of contact for advisors with regards to JP Morgan products
• Leverage a consultative approach to gain a thorough understanding of the client's needs.
• Be a subject matter expert on the implementation on all JPMorgan products.
• Work closely with internal sales associate, marketing, legal and compliance.
• Partner with senior leadership team, product teams and marketing to develop five year road map for the Canadian Business

Required qualifications, capabilities and skills

• 10+ years' experience with financial services company in sales / specialist role
• Extensive experience in the mutual funds, ETF's, private alternative space, including experience in various structures of private alternatives.
• Existing relationships with key decision makers and centers of influence within Montreal and surrounding areas
• Experience in working and supporting financial advisors in Montreal and surrounding areas.
• Ability to communicate information and state problems or challenges to be resolved in a clear, concise, courteous and professional manner.
• Client focused - possessing the ability to align processes, procedures, systems, and personnel to meet the needs of firms.
• Ability to thrive in a challenging and collaborative sales environment.
• Proficient computer skills with strong knowledge of MS Office, Word, Excel, and PowerPoint
• Frequent travel is required.
• Available to work the days and hours necessary to perform all assigned responsibilities and tasks. Must be available (especially during regular business hours or shifts) to communicate with subordinates, supervisors, and co-workers.
• 4 year degree.
• Fluency in French is a requirement.

Preferred qualifications, capabilities and skills

MBA, CFA, CIM, CAIA preferred.

About Us

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.

P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.