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JPMorgan Asset Management - Client Advisor Southern Cone Vice President 
Chile 
11303475

17.08.2024

Job Responsibilities

  • Prospect new clients, identifying needs, trends, and opportunities.
  • Manage existing clients, focusing on understanding their objectives and delivering investment solutions.
  • Understand investment strategies and products, including ETFs, commingled vehicles, and managed accounts.
  • Own the whole sales cycle, from marketing to closing and executing.
  • Collaborate with client service, product, operations, technology, risk, credit, legal and other teams to optimize product and service delivery.
  • Maintain market intelligence of the global and local asset management industries.

Required qualifications, capabilities and skills

  • +5 years of relevant experience in sales, financial markets, or asset management.
  • Thorough knowledge of investment products, including Mutual Funds and ETFs.
  • Strong presentation, selling, and negotiation skills.
  • Effective communicator, talks in a clear, concise, and unambiguous manner.
  • Fluent in English and Spanish.
  • Superior multi-tasking; strong organizational skills and attention to detail.
  • Self-motivated; strong initiative, energy and confidence in completing projects with limited supervision; entrepreneurial mindset to build a business.

Preferred qualifications

  • CFA, MBA, or MSc are a plus