Asset Management - Funds - Offshore Internal Client Advisor

JP Morgan Chase; Miami (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase is seeking an Internal Client Advisor (ICA) to work with a senior territory-based sales partner and cover a portfolio of financial advisors in the Miami area. The role is largely phone-based, servicing existing clients while identifying new business opportunities and building partnerships that benefit advisors and their clients.

You will receive extensive coaching to support professional development, share insights on financial markets, help construct investment portfolios, and

Qualifications

• Fluent in Spanish (written and verbal).
• 2+ years financial sales experience; experience selling over the phone.
• 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 partner firms.
• 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: Series 7; Series 63 (or 66).

Responsibilities

• Share insights around financial markets with financial advisors.
• Help construct investment portfolios and provide specific investment solutions.
• Manage relationships and identify new business opportunities while servicing existing clients.
• Explain complex financial concepts in simple, repeatable terms.

Skills

Spanish

Phone sales

Market knowledge

Relationship management

Multi-tasking

CRM

Tools

CRM

MS Excel

Job description

As a member of the J.P. Morgan internal sales team, you will work 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)

Leadership Abilities

• 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