Asset Management - Client Advisor, Southern Cone

Asset Management - Client Advisor, Southern Cone

**JOB DESCRIPTION**
This role will be responsible for supporting the development of the Asset Management business in Southern Cone based in Santiago Chile, bringing J.P. Morgan Asset Management global capabilities, strategies, and products (including ETFs, Mutual Funds, SMAs, and Alternatives), to local clients (including Pension Funds, Mutual Funds, Private Banks, Family Offices, and Insurance Companies)

**Responsibilities**
- Prospect new clients, identifying needs, trends, and opportunities.
- Manage existing clients, focusing on understanding their objectives and delivering investment solutions.
- Understand investment strategies and products, including ETFs, commingled vehicles, and managed accounts.






- Own the whole sales cycle, from marketing to closing and executing.
- Collaborate with client service, product, operations, technology, risk, credit, legal and other teams to optimize product and service delivery.
- Maintain market intelligence of the global and local asset management industries.

**Required Experience and Qualifications**
- +5 years of relevant experience in sales, financial markets, or asset management.
- Thorough knowledge of investment products, including Mutual Funds and ETFs.
- Strong presentation, selling, and negotiation skills.
- Effective communicator, talks in a clear, concise, and unambiguous manner.
- Fluent in English and Spanish.
- Superior multi-tasking; strong organizational skills and attention to detail.
- Self-motivated; strong initiative, energy and confidence in completing projects with limited supervision; entrepreneurial mindset to build a business.
- CFA, MBA, or MSc are a plus.

**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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

**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.

▶️ Asset Management - Client Advisor, Southern Cone
🖊️ JPMorgan Chase
📍 Santiago