JPMorgan Chase Asset Management – IWM UK Fund Sales Executive - London in LND, United Kingdom

Asset Management – IWM UK Fund Sales Executive - London


J.P. Morgan is a global leader in asset and wealth management services. The Asset Management line of business serves institutional, ultra high net worth, high net worth and retail clients through its Global Investment Management and Global Wealth Management businesses. With client assets of $2.4 trillion and assets under management of $1.8 trillion, we are one of the largest asset and wealth managers in the world. (Assets as of March 31, 2015)

Global Business Principle

Throughout our long and distinguished history, we have been steadfastly committed to putting our clients' interests first.

This fiduciary responsibility defines our relationship with clients and informs the basis of every decision we make on their behalf. This core principle is the foundation of our business as we work to understand our clients' needs, offer informed advice and execute strategies to generate excess returns and provide world-class client solutions.

Global Investment Management

J.P. Morgan Asset Management (Investment Management) is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. 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 investment experience and insight that few other firms can match.

  • Clear focus on managing client assets and delivering strong risk-adjusted returns

  • Nearly 1,300 investment professionals providing strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity

  • Leadership positions in the U.S., U.K., Continental Europe, Asia, and Japan

  • J.P. Morgan Asset Management is the marketing name for the investment management businesses of JPMorgan Chase & Co. and its affiliates worldwide.

Overview of team

The IWM sales team are responsible for growing JPMAMs market share with the biggest circa 1000 independent Investment IFAs and Discretionary Management Firms across the UK.

Role Overview

The regional sales executive works in partnership with the Regional Sales Manager to grow JPMAMs market share in their respective territory.

Key Objectives of role

  • Office based partner of the Regional Sales Manager, responsible for selling JPMAMs pooled funds with the majority of time spent servicing and selling to the top 150 Adviser clients within the region.

  • To liaise with these clients primarily by telephone and email.

  • Responsibility for the office based pre-event and post event follow up sales initiatives with key strategic partner underlying distribution for events including Guide to the Markets and increasing the attendance of such events, both in number and quality of attendees.

  • Responsible for effective territory management in the region to identify potential clients and build pipeline business for the Regional Sales Manager.

  • Responsible for diary client meeting management and follow up activity for the RSMs face to face meetings.

  • Ability to work to ambitious sales and revenue targets and to achieve key performance targets.

  • To respond to client queries working to the sunset deadline.

  • Adhere to standardized sales management best practices including effective sales territory and diary management, and working to activity targets and minimum client servicing requirements.

  • Adoption of disciplined sales management practices, including full utilization of sales management tools for effective tracking of client activity and pipeline.

  • Activity goals: 40 quality client calls per week and 30 client dials per day.


Core Skills

  • Experience of telephone sales contact and relationship management with clients

  • Strong understanding of Capital Markets

  • Persuasive, positive energy, laser focus, tenacious, resourceful navigators and first class communication skills.

  • Confident, self-reliant and good team player

  • Good knowledge of retail funds market and competitive environment

  • IMC or similar qualification, or a desire to achieve such a qualification

  • This is a great opportunity for someone with experience in sales and wanting to develop their career

  • Has the ability to treat the role/territory like a franchise – by having the emotional drive to do whatever’s necessary.

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.4 trillion, over 200,000 employees and operations in over 60 countries.  It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.

The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment.  It has offered for over 160 years customised solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world.  With assets under management of $1.25 trillion, it is one of the largest asset and wealth managers in the world. 

JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.

Job Asset Management

Primary Location GB-ENG-LND-VE Campus / 03618


Schedule Full-time

Job Type Standard

Shift Day Job

Req ID: 170028321