Internal Client Advisor

**JOB DESCRIPTION**
At J.P. Morgan Asset Management, we believe investors deserve a partner they can trust to step up and deliver strong outcomes. From the largest institutional investors around the world to financial advisors around the corner, our clients rely on the power of perspective to solve their toughest challenges. Our clients trust us to manage over $2.7 trillion in assets under management, across 25 countries, to secure what matters most to the individuals, families, companies, and communities they serve. JP Morgan Asset Management Canada was established in 1982 and currently has over $34B CAD under management. We have offices in Vancouver, Toronto & Montreal and serve institutions, sub advisory clients, consultants and financial advisors across the country.

**Job Summary**

As an Internal Client Advisor, you will work closely with your External Client Advisor and 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.

**Responsibilities**:

- Proactively identifying new business opportunities by completing ongoing screens to assess our competitive positioning/advantages and staying abreast of current manager searches
- Developing and completing presentations for client and prospect meetings. Maximizing focus on prospecting, pitching and closing sales by owning certain parts of the sales process (legal, operational, marketing, etc.)
- Participating in and working with Client Advisor to prep for client meetings - both for new business opportunities and ongoing due diligence with clients
- Conducting research and bringing proactive ideas to the forefront for client and prospect firms
- Building relationships with and leveraging shared resources across Funds Management and the Portfolio Management teams to communicate and relay sales and market intelligence
- Providing Client Advisors and clients with analysis of the competitive landscape through use of analytical tools
- Coordinating information with Client Portfolio Managers for meeting preparation, client agendas, discussing client issues and gathering follow-up information
- Help coordinate & execute client events, roadshows, due diligence meetings, etc.
- Serve as primary point of contact for routine client needs and requests

**Required Qualifications, capabilities and skills**
- Excellent presentation skills - possess an ability to clearly present competitive analyses and material to clients and prospects
- Exceptional analytical skills - ability to analyze JPMorgan’s and the competition’s products and performance
- Effective communication skills as evidenced through presentations and client interaction on the phone and in meetings
- Resource Skills - demonstrate a command on how to find information and data in the firm by developing a strong network
- Strong attention to detail and organizational skills. Ability to run several projects simultaneously
- Strong capital markets acumen
- Ability to thrive in a fast paced environment

**Preferred Qualifications, capabilities and skills**:

- 2-5 years of relevant work experience
- CIM, CIMA, CFA preferred Bilingual: French

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**Rôle de conseiller client interne**

Chez J.P. Morgan Asset Management, nous croyons que les investisseurs méritent un partenaire auquel ils peuvent faire confiance pour performer et obtenir de solides résultats. Qu’il s’agisse des plus grands investisseurs institutionnels du monde ou des conseillers financiers à l’horizon, nos clients comptent sur le pouvoir de la perspective pour surmonter leurs défis les plus difficiles. Nos clients nous font confiance pour gérer plus de 2,7 billions de dollars d’actifs sous gestion, dans 25 pays, afin de garantir ce qui compte le plus pour les personnes, les familles, les entreprises et les communautés qu’ils desservent. JP Morgan Asset Management Canada a été fondée en 1982 et gère actuellement plus de 34 milliards de dollars canadiens. Nous avons des bureaux à Vancouver, Toronto et Montréal et desservons des institutions, des sous-clients des services-conseils, des consultants et des conseillers financiers partout au pays.

**Sommaire du poste**

En tant que conseiller client interne, vous travaillerez en étroite collaboration avec votre conseiller client externe et vous assurerez la couverture des ventes sur le terrain à Montréal et dans les environs, en coordonnant les efforts de développement des affaires, en établissant des relations avec les clients clés et en gérant les campagnes et les activités de marketing. Vous aurez l’occasion de faire partie d’un gestionnaire d’actifs de premier plan et de contribuer à l’expansion des capacités d’investissement sur le marché de vente au déta