Client Advisor – UK Funds Sales (Vice President)

About the role

The Client Advisor role sits within JPMorgan Asset Management's UK Funds team, working alongside senior sales colleagues to manage and grow relationships with Independent Financial Advisers, Wealth Managers and Discretionary Fund Managers across the United Kingdom.

Key responsibilities

• Collaborate with senior sales partners to deepen existing relationships and generate new business opportunities.
• Maintain proactive and reactive client engagement, primarily through virtual channels and occasional in‑person meetings.
• Utilise sales technology tools and CRM systems to capture opportunities and manage data efficiently.
• Plan and attend client meetings, delivering tailored proposals and market insights.
• Build strong internal stakeholder relationships to support client service and proposal development.
• Adopt a consultative approach, leveraging Market Insights and Portfolio Insights programs to help clients enhance their portfolios.

Required profile

• Strong understanding of financial markets and ability to simplify complex concepts.
• Demonstrated teamwork and self‑reliance, with a proven track record in selling investment management products over the phone.
• Experience in relationship management with IFAs, WM or DFM clients.
• Highly motivated, flexible to travel across the UK and host events.
• Excellent organisational skills, resilience and ability to meet target‑based scorecards.

Required skills