Asset Management - Australia Wholesale Business Client Advisor - Vice President (Based Melbourne)

JPMorgan Chase · Melbourne

J.P. Morgan Asset Management is a global leader in asset manager for individuals, advisors and institutions. Our global team of investment professionals provide strategies that span the full spectrum of asset classes. As one of the largest asset managers in the world, with assets under management of USD$4.6 trillion (as of June 30, 2026), we provide global market insights and a range of investment capabilities that few other firms can match.

As a Vice President in the Funds Sales Team, you will develop a strong presence for J.P. Morgan Asset Management, in the retail market in Australia. You will bring the requisite skills, experience and demonstrated success in building sales and will be looking to join a dynamic, hardworking team. Reporting to the Southern Regional Sales Manager, you will be responsible for developing our sales footprint through the financial adviser channel across IFA’s, Licensees, Brokers and Private Wealth Advisors in Victoria (VIC) and Western Australia (WA) markets.

You will have a keen interest in building adviser relationships, as well as a successful track record in sales related experience in the Australian market. Identifying opportunities, engaging key decision makers and positioning J.P. Morgan Asset Management as their investment solution and preferred business partner, will be critical to success. You will raise the profile of J.P. Morgan Asset Management’s wholesale business, be able to engage at the adviser level, deliver presentations and execute our sales strategy to a broad set of clients.

Job responsibilities

Plan and implement successful strategy for a given panel of advice practices including achieving approved product list and model portfolio inclusions with financial advisers.
Achieve new funds flow sales targets for assigned financial adviser accounts.
Be an integral part of the sales team in building the wholesale distribution capability and sales effort for J.P. Morgan Asset Management.
Seek out and develop new business opportunities and relationships to meet sales budgets.
Champion JP Morgan Asset Management ’s presence in the marketplace.
Build and manage a client base to achieve profitable growth within a dynamic highly energised team.

Required qualifications, capabilities, and skills

Tertiary qualification in Economics, Finance or other related discipline.
Proven track record in business development in retail funds management across managed funds, ETFs and private market alternatives
Demonstrated experience and success of developing a similar business in another comparable organization
Minimum of 3 years prior experience in similar client facing roles
Demonstrated passion for developing and nurturing client relationships
Demonstrated expertise in investment strategies across various asset classes
Strong understanding of the financial planning industry
Self-motivated, able to multi-task and take initiative. Well-organized, detail oriented and adaptable to change
Exceptional negotiation, influence and persuasive skills
Excellent written and oral communication skills as well as presentation skills
Travel is required within Australia and internationally

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.

Drive growth across Australia's adviser market by building client relationships and delivering investment solutions.

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