Adam Osman
Overview
9
9
years of professional experience
Work History
Client Adviser
J.P. Morgan Asset Management
11.2022 - Current
- Wholesale distribution pitching JPM strategies across public and private asset classes.
- Prospect new and deepen existing relationships across financial intermediary clients based in London and the Middle East.
- Exceeded 2024 individual sales target of $300M gross flows.
- Partner with various investment teams and stakeholder desks to cross sell JPM products.
- Selected to lead the Associate Council mobility and career development workstream where I spearheaded a new desk rotation swap program.
Investment Professional
J.P. Morgan Private Bank
06.2021 - 11.2022
- Pitching products across a range of asset classes including Mutual Funds, Hedge Funds, Alternate Investments and discretionary strategies. Successfully contributed to the most private investment subscriptions for our "Vintage 2022" campaign within my UK team year to date.
- Liaising with various different internal stakeholders within the bank in order to provide solutions and respond to large volumes of ad hoc client requests.
- Deepening existing client relationships alongside prospecting and acquiring new business.
Client Service Associate
J.P. Morgan - Private Bank
04.2019 - 05.2021
- Acting as the primary point of contact for clients to service UHNW individuals, trustees and family offices.
- Reviewed client holdings to identify opportunities for higher cash management yields and oversee the day to day needs of account structures containing a full range of asset classes.
- Selected as the advisory council representative for the UK market where I host internal team presentations to client service pods. Championed the 2019 digital campaign initiative for EMEA which led to the highest client adoption of the online banking application to date.
Client Advisor
Touchstone Advisory Group
03.2016 - 04.2019
- Reporting directly to the CEO of the Bahamas office to help manage a client book of over £70m AUM. Personally responsible for introducing over £25m of AUM to the company while consistently producing the most revenue within my graduate cohort.
- Generating, pitching and qualifying new leads participating within the full life cycle of the sales process through to closing.
- Managed relationships with various trustees, custodians and asset management houses. Initiated relationships with new key strategic partnerships across different global regions.
- Based in The Bahamas but also affiliated with our New York offices where I serviced our US clients.
Analyst
Bank of England
08.2015 - 03.2016
- Graduate program where I rotated around various departments within the Bank shadowing multiple teams, predominantly the Markets Intelligence team.
- Gained a fantastic insight into the fundamentals of the financial sector, regularly attended seminars from industry speakers as well as lecturers from business schools such as Harvard, Oxford and LSE.
- Selected as a campus ambassador visiting universities around the country leading seminars about the graduate schemes available at the Bank.
- Chosen within my graduate cohort to run the Bank's traditional annual Christmas charity fundraising event week. Designed an event that raised the most funds compared to any previous year recorded and received the BoE silver plate award.
Education
Central Banking And Financial Regulation -
Warwick Business School
London, United Kingdom2016
Bachelor of Science - Business And Computer Science
Aston University
Birmingham06.2013
A- Levels - English, History, Business. 320 UCAS Points
North London Business Park
Barnet, London2008
GCSE's -
Highlands School
Winchmore Hill, London2006
Skills
- Investment Advice Diploma (Investment, Risk & Taxation, Financial Planning & Advice, Securities, Derivatives modules) CISI
- Investment Management Certificate CFA
- Certificate in ESG Investing CFA
- Proficient Microsoft Office skills
Hobbies
- Swimming, Tennis, Travelling, Cooking.
Timeline
Client Adviser
J.P. Morgan Asset Management
11.2022 - Current
Investment Professional
J.P. Morgan Private Bank
06.2021 - 11.2022
Client Service Associate
J.P. Morgan - Private Bank
04.2019 - 05.2021
Client Advisor
Touchstone Advisory Group
03.2016 - 04.2019
Analyst
Bank of England
08.2015 - 03.2016
Central Banking And Financial Regulation -
Warwick Business School
Bachelor of Science - Business And Computer Science
Aston University
A- Levels - English, History, Business. 320 UCAS Points
North London Business Park
GCSE's -
Highlands School
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