JPMorgan Asset Management - Internal Client Advisor Associate 

Canada, Ontario, Toronto 

632200627

Job Summary

As an Internal Client Advisor within our Canada Sales Team, you will collaborate closely with your External Client Advisor to provide field sales coverage across Canada. Your role will involve coordinating business development initiatives, establishing crucial client relationships, and managing marketing campaigns and activities. You will have the unique opportunity to contribute to the expansion of our investment capabilities in the Canadian retail market, as part of a leading asset management firm.

Job 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
• 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

• 2+ years of relevant work experience at an asset management firm
• Excellent presentation skills – possess an ability to clearly present competitive analyses and material to clients and prospects
• Exceptional analytical skills – Strong Capital Markets Acumen & 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

Preferred Qualifications, capabilities and skills:

• CIM, CIMA, CFA preferred
• Bilingual: French