Client advisor Jobs in Königstein im Taunus

With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer unique investment experience and insight.

Today, we offer clear, actionable market insights that are trusted the world over. We use the depth and breadth of our global research platform to identify risks and opportunities that others might miss. And, through our ESG-integrated investment platform, investment stewardship and ESG-focused strategies, we help our clients to invest for sustainable return in a sustainable world.

For our Institutional Sales Team in Frankfurt, we are looking for an experienced Client Advisor (m / f / d) – Executive Director

Role Description and Functions

This position represents the opportunity to build and sustain client relationships within the German Institutional Business of JPMAM. The Client Advisor’s responsibility involves a complex client set with ambitious growth and business retention targets. In that, the candidate works jointly and closely with in the sales team and across business lines in defining and successfully pursuing the client coverage strategy.

Major Responsibilities

Significantly growing a book of business and retaining existing clients. This entails working closely with business development, client services as well as colleagues across JPMAM including various divisions within the Commercial & Investment Bank, Asset Management, and Treasury and Security Services.

Ownership of significant revenue targets and responsibility for managing an individual sales pipeline from opportunity through to execution.

Ability to identify any investment strategy, product, service, operational, client coverage gaps and take the lead in ensuring resolution.

Working closely with the wider European and Global Institutional Team, our Global Insurance Solutions team as well as all product groups across JPMAM to create and deliver compelling investment solutions.

Coordinate and work jointly with JPMAM’s funds and ETF sales team

Professional Candidate Profile

Several years of experience in a sales position in the asset management sector, investment consultancy, investment banking or similar roles covering the German institutional market

Successful and reliable track record of fund raising across asset classes

Deep understanding of equity, fixed income and alternative markets and their medium to long-term drivers

Thorough knowledge of the legal and regulatory framework for institutional investors in Germany

Outstanding communication and presentation skills, with the ability to convey complex concepts simply and clearly to clients

Excellent German and English language skills

University degree in Economics / Finance / Business Administration or similar

CFA, CAIA desired

Personal Candidate Profile

Excellent sales skills with strong business development ability

Strong team player with intercultural thinking and ambition to share knowledge in a global organisation

Self-starter with hands-on mentality

Empathic and strong personal presence

Highly organised and achievement oriented, knowing how to set priorities right

Comfortable in delivering excellent results within tight deadlines

Ability to work effectively across other groups, global regions and lines of business