Asset Management - Internal Client Advisor Independent Broker Dealer - Associate
Asset Management - Internal Client Advisor Independent Broker Dealer - Associate
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Job Description
JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their financial goals by providing industryleading investment solutions. Our wide array of financial strategiesequity fixed income cash management currency asset allocation and alternative asset classesallows investors to find strategies to help navigate dynamic markets. Our renowned valueadded tools assist clients in realizing their retirement objectives by getting invested staying invested and investing with less emotion.
Job Summary:
As an Internal Client Advisor within our financial advisory team you will be instrumental in assisting financial advisors to navigate the complexities of the broader capital markets by providing timely solutions. In collaboration with a Client Advisor you will work towards achieving the goals for your territory through successful marketing of our mutual funds ETFs and separately managed accounts. This role is ideally suited for team members who thrive in a collaborative environment possess strong communication skills and are passionate about making a significant impact in helping others achieve their investment goals.
Job Responsibilities:
- Develop strong relationships with toptier clients and prospects through consultative proactive phone conversations that deliver the JPMAM value proposition.
- Provide superior client service by being responsive thoughtful and focusing on clients needs.
- Leverage cuttingedge technological tools to showcase our resources to financial advisors in a more userfriendly way.
- Partner with the Client Advisor (external wholesaler) by being completely aligned on the objectives needed to achieve the territorys sales goals.
- Demonstrate effective territory management skills by focusing on timely followup advisor scheduling and lead generation.
- Convey the thought leadership of our Market Insights team to aid clients understanding of the everchanging market landscape.
- Assist financial advisors in constructing strong riskadjusted portfolios by leveraging the knowledge and analytics of our Portfolio Insights team.
Required qualifications capabilities and skills:
- Bachelors degree required.
- 2 years experience
- Series 7 Series 63
- Selfstarter with a passion for sales and the financial markets.
- Proven results shown through sustainable achievement in a competitive environment.
- Ability to learn and demonstrate industry and product knowledge by understanding the client competition and marketplace.
- Capacity to build relationships across the entire organization and with our partner firms.
- Excellent verbal communication and presentation skills.
Preferred qualifications capabilities and skills:
- Financial service and/or related sales leadership experience is preferred
Required Experience:
IC
Employment Type
Full-Time
