As a Client Advisor in the Japan Funds Business, you will strengthen client relationships, engage with intermediaries, analyze industry trends, and achieve business objectives while ensuring compliance and ethical practices.
Job Description
Join our team as a Client Advisor in the Japan Funds Business and be part of a dynamic environment where client satisfaction is paramount. This role offers the opportunity to leverage your expertise in financial markets to build and deepen client relationships, while driving growth and innovation. You'll work with cutting-edge technology and collaborate with a team that values integrity and ethical business practices.
As an Executive Director in the Japan Funds Business, you will actively engage with established clients and seek innovative ways to expand our client base. You will utilize our market-leading technology and CRM system to create detailed client contacts that help our Sales and Investment teams identify new opportunities. Our business focuses on selling investment products through non-affiliated intermediaries, such as securities firms and banks, who then offer these products to individual investors. Your role will be crucial in ensuring we deliver a first-class client experience and manage our business ethically and compliantly.
You will be responsible for building and deepening strong business partnerships with assigned intermediaries, including retail banks and securities firms, to gain market share. Your proactive communication with employees at all levels within these intermediaries will help explore sales and promotional activities. You will also analyze industry developments to translate them into business opportunities and work effectively with internal teams to achieve overall business objectives.
Job Responsibilities:
Required Qualifications, Capabilities, and Skills:
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Join our team as a Client Advisor in the Japan Funds Business and be part of a dynamic environment where client satisfaction is paramount. This role offers the opportunity to leverage your expertise in financial markets to build and deepen client relationships, while driving growth and innovation. You'll work with cutting-edge technology and collaborate with a team that values integrity and ethical business practices.
As an Executive Director in the Japan Funds Business, you will actively engage with established clients and seek innovative ways to expand our client base. You will utilize our market-leading technology and CRM system to create detailed client contacts that help our Sales and Investment teams identify new opportunities. Our business focuses on selling investment products through non-affiliated intermediaries, such as securities firms and banks, who then offer these products to individual investors. Your role will be crucial in ensuring we deliver a first-class client experience and manage our business ethically and compliantly.
You will be responsible for building and deepening strong business partnerships with assigned intermediaries, including retail banks and securities firms, to gain market share. Your proactive communication with employees at all levels within these intermediaries will help explore sales and promotional activities. You will also analyze industry developments to translate them into business opportunities and work effectively with internal teams to achieve overall business objectives.
Job Responsibilities:
- Build and deepen strong business partnerships with assigned intermediaries to gain market share.
- Communicate proactively with employees at all levels from various intermediaries to explore sales and promotional activities.
- Understand and analyze industry developments and translate them into business opportunities.
- Prepare business reports and handle business agreement-related issues.
- Work effectively with different internal parties and present on the team's behalf.
- Achieve overall business objectives as a team, including sales targets and other KPIs.
Required Qualifications, Capabilities, and Skills:
- University graduate in Business, Finance, or related discipline with a minimum of six years of experience in the financial industry.
- Solid intermediary or product background.
- Good team player with the ability to work independently.
- Strong analytical skills and comprehensive understanding of financial markets and investment products.
- Strong interpersonal and presentation skills.
- Excellent communication skills in Japanese and a good understanding of English.
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Top Skills
Crm Systems
Financial Markets Technology
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