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Asset Management, Austria Fund Sales, Client Advisor, ED

Req #: 180012844
Location: Vienna, 9, AT
Job Category: Sales/Trading/Research
Job Description:
J.P. Morgan is a global leader in asset and wealth management services. The Asset Management line of business serves institutional, ultra high net worth, high net worth and retail clients through its Global Investment Management and Global Wealth Management businesses. With client assets of $2.4 trillion and assets under management of $1.8 trillion, we are one of the largest asset and wealth managers in the world. (Assets as of March 31, 2017)
 
Global Investment Management
J.P. Morgan Asset Management (Investment Management) is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. 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 investment experience and insight that few other firms can match.
  • Clear focus on managing client assets and delivering strong risk-adjusted returns
  • Nearly 1,300 investment professionals providing strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity
  • Leadership positions in the U.S., U.K., Continental Europe, Asia, and Japan
J.P. Morgan Asset Management is the marketing name for the investment management businesses of JPMorgan Chase & Co. and its affiliates worldwide.
 
Overall Purpose of the position
To create, maintain and manage client relationships in accordance with objectives agreed with the local Country Head and in line with the Funds Sales Strategy with the aim to maximise opportunities and further penetrate the target market and achieve business targets/Key Performance Indicator's (KPI’s).

Department Description
You will be part of a small dynamic team reporting to the Country Head for Germany & Austria. You will be based in Austria for this role.
 
Sales:
  • To understand clearly the Asset Management Sales Strategy and ensure that his/her own sales approach and activity reflects this
  • To achieve sales objectives within Austrian client base (Fund of Funds, Banks, Asset Managers, selected other) inclusive expansion of existing client relationships.
  • To understand the Austrian Asset Management strategy as well as the strategy for the Funds channel and ensure that his/her own sales approach and activity reflects this.
  • To undertake an active schedule of client visits in order to present the company's global expertise and maximise selling opportunities
  • To ensure that all pooled business (and if agreed, ETF & institutional business) is handled correctly, in agreement with the local Head of Asset Management.
  • To ensure all sales reporting requirements (e.g. detailed contact reports) are fully and promptly met and communicated to the Head of Asset Management, and that all client activity is recorded on C2C.
  • To attend and actively participate in Continental Europe Retail Sales Conferences.
  • To supervise the compliance  in the country office
Risk Management:
  • To undertake business with a full understanding of all compliance, audit and legal requirements specific to relevant sales area, and in line with 'best practice'.
  • In addition in carrying out responsibilities and duties, the jobholder ensures effective compliance and controls in own area and promotes a positive attitude to compliance and controls.
Additional responsibilities:
  • To assist the Head of Asset Management in developing and implementing local sales strategy, sales plans and budgets for relevant sales area.
  • To participate in the development and implementation of on the ground sales events such as product manager seminars, roadshows and other presentations. In conjunction with central/local Marketing function, to participate in marketing activities (e.g. Marketing campaign planning, development of promotional materials, etc.) to help ensure that they focus on addressing the requirements of the target market.
Requirements & Profile
  • Fluent in German with a good command of English is required
  • Must have substantial proven sales experience in the financial sector preferably in the Austrian region
  • Strong client service attitude
  • Bright, enthusiastic, motivated individual
  • High awareness of business risks and how to minimise them (e.g. ethical, reputational, regulatory/compliance etc.)
  • Team player, but able to work independently
  • Confident, professional approach to deal with internal and external partners
  • Excellent communication skills (verbal and written in languages mentioned above), eager to deliver outstanding service
  • Adaptable to a fast changing environment
 
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.6 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
 
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
 
Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. 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 investment experience and insight that few other firms can match.

 
 
JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.
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