Vice President, Offshore Client Advisor
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Vice President, Offshore Client Advisor
About the Role
Greater Tampa, FL Area
The Company is seeking a Client Advisor for the Northeast/Canada territory in the U.S. Offshore channel. The successful candidate will be responsible for providing field sales coverage to clients, working with wealth management and independent financial advisors to promote a range of investment products. This includes offshore mutual funds, UCITs, ETFs, separately managed accounts, and alternative investments. The role involves not only selling these products but also presenting the company's value-added services and market insights. The Client Advisor will be expected to create and grow market share, consultatively increase assets under management, and communicate the company's investment strategies and market views. Applicants for the Client Advisor position should have an innovation mindset, be organized, and disciplined, and demonstrate a high level of professionalism. A Bachelor's degree is required, with securities licenses being preferred. The role demands a consultative, client-first approach, and the ability to earn and maintain the trust of financial advisors. The ideal candidate will be a team player with strong emotional intelligence, adaptable to change, and capable of operating within the company's values. Fluency in a second language, particularly Spanish, Portuguese, or Mandarin, is also preferred. The role requires a candidate who is excellence-driven, both in process and results, and who is not afraid to challenge the status quo in pursuit of better and faster ways of doing things.
Functions:
- Sales/Revenue
About the Company
Diverse financial services firm & investment bank
Industry
Financial Services
Type
Public Company (JPM)
Age
employees
10,001+
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