Firm Continues Australian Expansion with Newly Created Role
Sydney, 2 June, 2015 – J.P. Morgan Asset Management today announced that experienced business development manager, Joseph Tobias, will join the Funds business as key account manager, southern region.
Based in Melbourne and reporting to Brett Mennie, national sales manager, J.P. Morgan Asset Management Funds Business, Mr Tobias will cover Victoria, Tasmania, South Australia and Western Australia in his new role, further strengthening the firm’s presence in Australia.
“Joe is joining our business at a very important and exciting time, as we continue to execute on our growth strategy,” said David Hallifax, head of Australia Funds. “He has a deep understanding of financial planning and funds management, and is extremely well regarded among advisers, so I’m delighted to have someone of Joe’s calibre joining our already highly experienced team.”
This appointment is a key part of the Australian franchise’s long term strategy, following the success of J.P. Morgan Asset Management’s national adviser roadshow and the approval of the JPMorgan Global Strategic Bond Fund on several financial institutions and platforms.
“This appointment illustrates our commitment to building a distribution team to better service the needs of financial advisers,” Mr Hallifax added.
Mr Tobias brings to J.P. Morgan Asset Management more than 16 years financial services, business development and advice experience. Most recently he was Victorian regional manager, Zurich Investments. He has also held roles with Perpetual Investment Management, Commonwealth Bank of Australia and National Australia Bank.
Mr Mennie commented, “Building out our sales team and delivering the firm’s deep insights, including our award winning global Market Insights program, to financial advisers and dealer groups is an important function of this newly created position, and Joe will play an integral role in making this happen.”
This appointment is part of J.P. Morgan Asset Management’s long-term strategic plan and highlights its continued commitment to building a presence in the region. The business expects to make a similar announcement for the northern region in the coming months.
Source: J.P. Morgan Asset Management
