Asset Management: Internal Client Advisor Associate

JPMorgan Chase & Co.; City of Rochester (NY); Sur place; USD 70 000 - 100 000; Plein temps

Résumé du poste

JPMorgan Asset Management helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of strategies — equity, fixed income, cash management, currency, asset allocation, and alternatives — enable investors to find strategies to navigate dynamic markets.

As an Internal Client Advisor Associate within the Asset Management team, you will help financial advisors understand the complexities of capital

Qualifications

• Bachelor’s degree required.
• Series 7 and Series 63 licenses required.
• Self-starter with passion for sales and the financial markets.

Responsabilités

• Develop strong relationships with clients and prospects through consultative calls that deliver the JPMorgan value proposition.
• Provide superior client service by being responsive and client-focused.
• Leverage tools to showcase resources to financial advisors in a user-friendly way.
• Partner with the External Client Advisor to meet territory sales goals.
• Demonstrate effective territory management with timely follow-up and lead generation.
• Convey Market Insights to help clients understand the market landscape.
• Assist advisors in building risk-adjusted portfolios with Portfolio Insights team.

Connaissances

Self-starter

Sales passion

Proven results

Relationship building

Industry knowledge

Series 7

Series 63

Formation

Bachelor's degree

Description du poste

JPMorgan Asset Management helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of strategies — equity, fixed income, cash management, currency, asset allocation, and alternatives — enable investors to find strategies to navigate dynamic markets.

As an Internal Client Advisor Associate within the Asset Management team, you will help financial advisors understand the complexities of capital