Institutional Client Advisor, Executive Director – Frankfurt
J.P. Morgan Asset Management (JPMAM) is a leading asset manager for private clients, financial advisers and institutions, with USD 3.4 trillion under management. Our investment professionals (client advisors, portfolio managers, research and quantitative analysts, risk management, senior management and economists) around the world and across the asset class spectrum share one common goal: to help build stronger portfolios that solve the real needs of our clients. 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.
JPMAM stands as a beacon of financial strength and innovation, serving millions of customers, small businesses, and many of the world's most prominent corporate, institutional, and government clients. With a legacy that spans over 200 years, JPMAM has consistently demonstrated its commitment to excellence, integrity, and leadership in the financial industry.
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. Together with our clients, partners, and the companies we invest in, we believe we can drive better outcomes, for today and for the future we want to see.
For our Institutional Team in Frankfurt, we are seeking a highly experienced and dynamic Institutional Client Advisor (m/f/d) to join our team as an Executive Director.
Role Description and Functions
In this role, you will be responsible for managing and growing relationships with institutional clients in Germany, providing strategic advice, and delivering tailored financial solutions to meet their unique needs. As an industry expert, the ideal candidate will be a proactive and enthusiastic professional who is eager to share their expertise and continuously develop in their role with a long-term perspective at JPMAM. You will work collaboratively within the Institutional Team in Germany and Austria and across business lines, pursuing the client coverage strategy across all our asset classes and always prioritizing the best interests of our clients.
As a member of our team, you will be joining a firm that consistently upholds its commitment to excellence, integrity, and leadership in the financial industry. Embrace the chance to contribute to a company that is at the forefront of financial services, where your skills and talents will be valued and nurtured.
Key Responsibilities
Develop and maintain strong relationships with German institutional clients and your book of clients, understanding their needs and providing tailored solutions across pensions, incl. corporate pensions, SFOs, and Endowments as well as respective investment consultants.
Lead business development efforts to identify and pursue new opportunities within the institutional market and across all our asset classes, taking ownership for managing the pipeline from opportunity through execution. Contribute to overall coverage strategy in the region.
Monitor market trends and provide insights to clients to help them achieve their financial goals.
Partner across Lines of Business (LOBs) both locally and around the world to leverage resources and expertise for client solutions.
Collaborate with internal Asset Management teams to deliver comprehensive financial strategies and services.
Identify any gaps in investment strategy, products, services, operations, or client coverage, and take the lead in ensuring resolution to enhance client satisfaction and business performance.
Ensure compliance with regulatory requirements and company policies
Represent the company at industry events and conferences.
Required Qualifications, Capabilities and Skills
Minimum of 10 years of experience in institutional client advisory or a similar role within the Asset Management industry, Investment Consultancy, Corporate and Investment Banking or similar, covering the German institutional market.Entrepreneurial spirit and passion for client development incl. proven track record of successful client relationship management and business development across traditional asset classes and alternatives.Solution oriented, proactive and enthusiastic professional with very high-quality standards, who is eager to share their expertise and continuously develop in their role with a long-term perspective at JP Morgan Asset Management.Strong understanding of financial markets and their long-term drivers, investment strategies, and regulatory environments.Excellent communication, negotiation, and presentation skills.Ability to work independently and as part of a team in a fast-paced environment, successfully navigation the global organisation, understanding and respecting diverse cultural norms and practices. Demonstrates the ability to work across international boundaries, ensuring compliance and alignment with global objectives.Willingness to travel in Europe and globally on a regular basis. German language proficiency Minimum Bachelor’s degree in finance, economics, Business Administration, or a related field; M.Sc., M.A., MBA or CFA preferred
Personal Candidate Profile
Client-Focused: Committed to understanding and meeting the needs of clients, with a strong focus on building long-term relationshipsIntegrity: Upholds the highest ethical standards and demonstrates a commitment to transparency and accountability.Leadership: Demonstrates strong leadership skills with the ability to inspire and motivate teams to achieve goals. Open to new ideas and technologies that can enhance efficiency and effectiveness.Team Collaboration: Works effectively within cross-functional teams, contributing to shared goals and fostering a spirit of cooperation. Values diverse perspectives and leverages team strengths to achieve optimal results.Analytical Thinking: Possesses excellent analytical skills to assess complex financial data and market trends.Communication: Exhibits exceptional verbal and written communication skills, with the ability to convey complex information clearly and persuasively.Problem-Solving: Encourages and embraces innovative approaches to problem-solving and business development with a positive attitude.Adaptability: Thrives in a dynamic environment and is able to adapt to changing market conditions and client needs.Continuous Learning: Committed to personal and professional development, staying abreast of industry trends and advancements. Actively seeks opportunities for growth and skill enhancement.
What We Offer:
Comprehensive benefits package, including retirement plans, and paid time off.Opportunities for professional growth and development.A dynamic and inclusive work environment.