Asset Management - Internal Client Advisor - Associate

JPMorgan Chase & Co.; New York (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading financial services firm seeks an Internal Client Advisor Associate to help financial advisors navigate capital markets. The role involves building strong client relationships, providing exceptional service, and leveraging technology to support financial advisors. Candidates should have a Bachelor's degree, proven sales ability, and be self-starters passionate about the financial markets. Additionally, a background in financial services and the Series 7 & 63 licenses are preferred. This opportunity is ideal for those aiming to thrive in a competitive environment.

Qualifications

• Self-starter 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.

Responsibilities

• Develop strong relationships with top-tier clients through proactive phone conversations.
• Provide superior client service by making clients' needs the focus.
• Leverage technological tools to showcase resources to financial advisors.
• Partner with Client Advisor on sales goals.
• Demonstrate effective territory management skills.
• Convey insights to aid clients’ understanding of market landscape.
• Assist financial advisors in constructing risk-adjusted portfolios.

Skills

Sales passion

Client relationship management

Communication skills

Analytical skills

Education

Bachelor's degree

Tools

Financial analysis tools

Job description

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 financial strategies – equity, fixed income, cash management, currency, asset allocation, and alternative asset classes - allow investors to find strategies to help navigate dynamic markets. Our renowned value-added 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 Associate within the Asset Management team, you will be responsible for helping financial advisors understand the complexities of capital markets and offering timely solutions. You will play a key role in marketing mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate your passion for the financial industry.

Job Responsibilities:

• Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMorganvalue 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 generation
• 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

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree
• 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 our partner firms
• Series 7 and Series 63

Preferred Qualifications, Capabilities, and skills

• Two years of financial service experience preferred and/or related sales leadership experience