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Asset Management
2 weeks ago
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.
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.
Gestion d'actifs - Conseiller clientèle, Montréal - Vice-président
J.P. Morgan Asset Management s'engage à fournir un service exceptionnel à nos clients et partenaires commerciaux. Nos équipes de vente et de service client, le soutien marketing et les spécialistes des produits sont dédiés au soutien de nos clients et tirent parti des capacités de notre entreprise mondiale. Nos équipes de vente aident nos clients à renforcer leurs portefeuilles, que ce soit pour des institutions, des intermédiaires ou des particuliers. Nos clients sont confrontés à un ensemble infini de défis de construction de portefeuille. Nous les rencontrons avec un objectif unique : offrir des solutions d'investissement conçues pour atteindre leurs objectifs de la manière qui leur convient le mieux. Offrir des solutions de fonds à la communauté des conseillers de détail à travers le Canada représente une opportunité énorme pour J.P. Morgan Asset Management Canada. En tant que gestionnaire d'actifs de premier plan, nous sommes bien placés pour apporter nos capacités d'investissement de premier plan au marché de détail canadien.
**Langage marketing introductif**: Excellente opportunité de diriger la croissance et l'expansion de nos capacités d'investissement à Montréal pour J.P. Morgan Asset Management.
**Résumé du poste**: En tant que conseiller clientèle externe, vous assurerez la couverture des ventes sur le terrain à Montréal et dans les environs, coordonnerez les efforts de développement commercial, établirez des relations clés avec les clients et gérerez les campagnes et activités marketing. Vous aurez l'opportun
