דרושים Servicing Travel Advisor Iv ב-גיי פי מורגן ב-אוסטרליה

As a Vice President, Client Advisor in Asset Management, you will report to the Head of Wholesale Australia and New Zealand, and you will be responsible for developing our sales footprint through the financial adviser channel across IFA’s, Licensees, Brokers and Private Wealth Advisors in VIC and WA markets. You will bring the requisite skills, experience and demonstrated success in building sales and will be looking to join a dynamic, hard working team. You have a keen interest in building adviser relationships, as well as a successful a track record in sales related experience the Australian market. Identifying opportunities, engaging key decision makers and positioning J.P. Morgan Asset Management as their investment solution and preferred business partner, will be critical to success.

Job responsibilities

• Plan and implement successful strategy for a given panel of advice practices including achieving approved product list and model portfolio inclusions with financial advisers.
• Achieve new funds flow sales targets for assigned financial adviser accounts, majority driven by desk based sales.
• Be an integral part of the sales team in building the wholesale distribution capability and sales effort for J.P. Morgan Asset Management.
• Seek out and develop new business opportunities and relationships to meet sales budgets
• Champion JP Morgan’s presence in the marketplace.
• Build and manage a client base to achieve profitable growth within a dynamic highly energised team

Required qualifications, capabilities, and skills

• Tertiary qualification in Economics, Finance or other related discipline.
• A proven track record in business development in retail funds management across managed funds and/or ETFs
• The successful candidate should have a minimum of 3 years prior experience in similar client facing roles
• Demonstrated passion for developing and nurturing client relationships
• Demonstrated expertise in investment strategies across various asset classes
• Strong understanding of the financial planning industry
• Self-motivated, able to multi-task and take initiative. Well-organized, detail oriented and adaptable to change
• Exceptional negotiation, influence and persuasive skills
• Excellent written and oral communication skills as well as presentation skills
• Travel is required within Australia and internationally

Preferred qualifications, capabilities, and skills

• Ideally the successful candidate will have demonstrated experience and success of developing a similar business in another comparable organization

As a Service Travel Advisor IV in Chase Travel, you will contribute significantly to delivering extraordinary customer service to our travel clients and exceeding their expectations. Your role will involve booking travel, resolving issues promptly, and liaising with vendors to ensure client expectations are met. You will use conflict management and influence to navigate challenging situations and persuade others to achieve beneficial outcomes. Your attention to detail and analytical thinking will be crucial in managing travel logistics and identifying underlying issues. With a strong understanding of customer experience and travel technology, you will leverage online travel tools to optimize the travel process from start to finish.

Job responsibilities

• Coordinate and fulfill travel bookings for clients, ensuring all details align with client preferences and company standards
• Utilize travel management technology tools to optimize the travel process, from initial booking to final itinerary confirmation
• Identify and promptly resolve complex travel-related issues, leveraging your skills in conflict management and customer relationship management to de-escalate
• Analyze travel logistics and client feedback to identify areas for improvement and contribute to the development of new solutions
• Maintain professional relationships with vendors, negotiating as necessary to ensure client expectations are met and exceeded
• Communicate effectively and efficiently, with an expectation of being able to engage with high profile and VIP clients

Required qualifications, capabilities, and skills

• Must have at least 5 years of Leisure Travel/Entertainment Services experience.
• Proficient in using native Sabre as GDS
• Proven ability to coordinate and fulfill travel bookings in line with client preferences and firm standards
• Demonstrated ability to utilize travel management technology tools, including travel planning software and booking systems, to optimize the travel process
• Showcase capacities in conflict management and customer relationship management, with the ability to promptly resolve travel-related issues and maintain professional relationships with clients and vendors
• Developing analytical thinking skills, with the ability to systematically organize, compare, and evaluate various aspects of a situation to identify key information and potential areas for improvement
• Proficient understanding of customer experience and the ability to understand how customers interact and perceive a brand or business throughout the entire customer journey

J.P. Morgan Asset Management (JPMAM) is a global leader in asset management, serving individuals, advisors, and institutions. With investment professionals worldwide, we offer strategies across the full spectrum of asset classes. As one of the largest active asset managers globally, managing US$ 3.6 trillion in assets (as of December 31, 2024), we provide unparalleled market insights and investment capabilities. Our Australia and New Zealand Institutional Business markets investment solutions to Super Funds, Sovereign Wealth and State Funds and Insurers (collectively “Institutional Clients”)

As an Institutional Client Advisor, Vice President in Asset Management, you will report directly to the CEO of Asset Management Australia and New Zealand. You will collaborate closely with three senior Client Advisors in the Institutional and Consultant teams, focusing on Institutional Clients. Your primary responsibility will be to deliver investment solutions to both prospective and existing Institutional Clients, leveraging JPMAM's comprehensive platform, including research, strategy, and products. This role involves direct client responsibility and partnership with senior Client Advisors in managing large Institutional Clients.

Job Responsibilities:

• Continue to grow our business by selling investment solutions to Australian and New Zealand Institutional Clients.
• Provide support to the co-leads of the Institutional business to cover large institutional clients in Australia/New Zealand.
• Collaborate with the consultant coverage team to gain support from research and field consultants.
• Identify, initiate, and nurture new client relationships, converting sales leads into investment mandates.
• Ensure the delivery of exceptional ongoing service to clients.
• Work closely with JPMAM investment teams and colleagues across J.P. Morgan, including divisions within the Commercial & Investment Bank, to leverage all capabilities for the Australia/New Zealand market.
• Utilize the Research and Strategy groups within JPMAM to provide relevant advice, analyses, and recommendations to Institutional clients in Australia and New Zealand.
• Contribute to a team environment focused on achieving long-term, team-based business objectives.

Required qualifications, capabilities and skills:

• Minimum of 10 years of experience in financial services.
• Proven success in building and expanding a client book at another asset manager.
• Strong understanding of capital markets and investment solutions across diverse asset classes, investment types, and geographies.
• Demonstrated ability to prospect and establish new client relationships.
• Knowledge of Australian superannuation requirements and the ability to apply them in a client-specific context.
• Excellent communication and presentation skills.
• Team player with initiative and foresight to anticipate needs and requirements.
• Highly organized and methodical, with the ability to work effectively under pressure and manage multiple priorities.
• Self-motivated and a proactive self-starter.

Preferred qualifications, capabilities and skills:

• Experience working in a global organization is advantageous.

As a Service Travel Advisor IV in Chase Travel, you will contribute significantly to delivering extraordinary customer service to our travel clients and exceeding their expectations. Your role will involve booking travel, resolving issues promptly, and liaising with vendors to ensure client expectations are met. You will use conflict management and influence to navigate challenging situations and persuade others to achieve beneficial outcomes. Your attention to detail and analytical thinking will be crucial in managing travel logistics and identifying underlying issues. With a strong understanding of customer experience and travel technology, you will leverage online travel tools to optimize the travel process from start to finish.

Job responsibilities

• Coordinate and fulfill travel bookings for clients, ensuring all details align with client preferences and company standards
• Utilize travel management technology tools to optimize the travel process, from initial booking to final itinerary confirmation
• Identify and promptly resolve complex travel-related issues, leveraging your skills in conflict management and customer relationship management to de-escalate
• Analyze travel logistics and client feedback to identify areas for improvement and contribute to the development of new solutions
• Maintain professional relationships with vendors, negotiating as necessary to ensure client expectations are met and exceeded
• Communicate effectively and efficiently, with an expectation of being able to engage with high profile and VIP clients

Required qualifications, capabilities, and skills

• Must have at least 5 years of native Sabre and Leisure Travel/Entertainment Services experience
• Proven ability to coordinate and fulfill travel bookings in line with client preferences and firm standards
• Demonstrated ability to utilize travel management technology tools, including travel planning software and booking systems, to optimize the travel process
• Showcase capacities in conflict management and customer relationship management, with the ability to promptly resolve travel-related issues and maintain professional relationships with clients and vendors
• Developing analytical thinking skills, with the ability to systematically organize, compare, and evaluate various aspects of a situation to identify key information and potential areas for improvement
• Proficient understanding of customer experience and the ability to understand how customers interact and perceive a brand or business throughout the entire customer journey