Asset Management - Funds - Offshore Internal Client Advisor

JP Morgan Chase; Miami (FL); On-site; USD 65,000 - 110,000; Full time

Job summary

J.P. Morgan Internal Sales is seeking an Internal Client Advisor (ICA) to collaborate with a senior sales partner and cover a territory of financial advisors in the Miami region. You will service existing clients, identify new business opportunities, and drive ideas that benefit advisors and their clients.

The ICA role emphasizes strong market knowledge, consultative selling, and the ability to communicate complex ideas clearly, supporting both client outcomes and firm growth.

Qualifications

• Spanish fluency required (written and verbal).
• 2+ years of financial sales experience, telephone sales required.
• Proven track record in selling Investment Management/Retirement plans and maintaining relationships.
• Ability to multitask and prioritize effectively across territories.
• Capability to learn and demonstrate industry and product knowledge; understand competition and markets.
• Ability to build relationships across the organization and with partner firms.
• Strong written and verbal communication; able to leverage global resources.
• Licensing: Series 7 and Series 63 (or 66) required prior to hiring.

Responsibilities

• Share insights around financial markets with financial advisors.
• Help construct investment portfolios and provide investment solutions based on client needs.
• Explain complex financial concepts in simple, repeatable terms to clients.

Skills

Spanish fluency

Financial sales

Multi-tasking

Industry/Product knowledge

Relationship building

Communication skills

CRM usage

Licensing readiness

Job description

As a member of the J.P. Morgan internal sales team, you will work with closely with a senior territory based sales partner to develop a holistic strategy to cover a territory of financial advisors. You will service existing clients while also identifying new business opportunities. As an Internal Client Advisor (ICA ) you will spend the majority of your time on the phone speaking with advisors, cultivating relationships, building partnerships, and sharing ideas that benefit the advisors and their clients.

We provide extensive coaching to help our people achieve their goals and continue their professional development.

Responsibilities:

The primary role of the Internal Client Advisor (ICA) is to work with financial advisors to:

• Share insights around financial markets
• Help construct investment portfolios
• Provide specific investment solutions based on client needs
• Successful ICA candidates will not only have a strong understanding of financial markets, but also are able to explain complex financial concepts in simple, repeatable terms.

Qualifications:

• Fluent in Spanish (written and verbal)
• 2+ years financial sales experience, experience selling over the phone needed
• Proven track record of success in selling Investment Management and/or Retirement plans and maintaining relationships
• Proven success with multi-tasking and staying on top of priorities
• Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace technical expertise
• Capacity to build relationships across entire organization and with our partner firms (strength managing relationships)
• Familiarity with financial markets, market terminology, capital markets history and economic indicators, along with equity, fixed income, international, emerging markets, currency and alternative asset classes.
• Excellent written and verbal communication skills
• Ability to effectively leverage our global resources
• Licensing: Required prior to hiring or obtain: Series 7; Series 63 (or 66)

Candidate must also demonstrate strong leadership abilities, including:

• Ability to drive sales results
• Focus and desire to increase and retain the firm's assets
• Drive to exceed activity and manage multiple territory priorities
• Ability to tell the "JPM story" clearly, concisely, and in a compelling way to create interest by utilizing the JPMorgan seven-step sales process
• Ability to grow, develop and maintain working relationships with advisors
• Proficiency in the use our customer relationship management (CRM) system
• Effectiveness in presenting to financial advisors