Asset Management - Offshore Internal Client Advisor - Associate

ATTB - The Big Jobsite; Théméricourt; Sur place; EUR 51 000 - 61 000; Plein temps

Résumé du poste

A global financial services firm is seeking an Internal Client Advisor to assist financial advisors and clients in navigating capital markets. Responsibilities include developing relationships with top-tier clients and leveraging technological tools. Ideal candidates will have a Bachelor's degree, sales passion, and strong communication skills. Proficiency in Spanish is a plus. The position offers a competitive salary and comprehensive benefits.

Prestations

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Qualifications

• Two years of financial service experience or related sales leadership experience.
• Self-starter with proven results in a competitive environment.
• Ability to build relationships across the organization.

Responsabilités

• Develop relationships with top-tier clients through proactive phone conversations.
• Provide superior client service that focuses on the client's needs.
• Leverage technology to showcase resources to financial advisors.

Connaissances

Sales passion

Excellent communication

Client relationship management

Financial product knowledge

Spanish speaking

Formation

Bachelor's degree

Description du poste

Overview

JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their financial goals by providing industry leading investment solutions. Our strategies include equity, fixed income, cash management, currency, asset allocation, and alternative asset classes. Our tools assist clients in realizing retirement objectives by getting invested, staying invested, and investing with less emotion.

Role

Internal Client Advisor within our financial advisory team. You will assist financial advisors in navigating the complexities of the broader capital markets by providing timely solutions. In collaboration with a Client Advisor, you will aim to meet the objectives for your territory through successful marketing of our mutual funds, ETFs, and separately managed accounts. This role is suited for team members who enjoy collaborative work, possess strong communication skills, and derive satisfaction from helping others achieve their investment goals.

Job Responsibilities

• Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMAM value proposition
• Provide superior client service by being responsive, thoughtful and making the clients\' needs the focus
• Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way
• Partner with Client Advisor (external wholesaler) by being completely aligned on the objectives needed to achieve the territory\'s sales goals
• Demonstrate effective territory management skills by focusing on timely follow-up, advisor scheduling and lead management
• Convey the thought leadership of our Market Insights team to aid clients\' understanding of the ever-changing market landscape
• Assist financial advisors in constructing strong risk-adjusted portfolios by leveraging the knowledge and analytics of our Portfolio Insights team

Qualifications

• Bachelor\'s degree
• Two years of financial service experience and/or related sales leadership experience
• Series 7 and Series 63
• Self-starter with 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 entire organization and with partner firms
• Excellent verbal communication and presentation skills
• Spanish speaking

Compensation and Benefits

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity and Accommodations

JPMorgan Chase & Co. is an Equal Opportunity Employer. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We do not discriminate on the basis of any protected attribute, including race, color, religion, sex, national origin, age, disability, or veteran status. We make reasonable accommodations for applicants and employees\' practices and beliefs, as well as mental health or physical needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Veterans

Location

New York, NY

Base Salary

$70,000