Asset Management - Offshore Client Advisor - Vice President

JPMorganChase; Miami (FL); Vor Ort; USD 100.000 - 140.000; Vollzeit

Zusammenfassung

JPMorganChase's J.P. Morgan Asset Management seeks a Client Advisor for the Southwest/West Coast territory to provide field sales coverage to clients.

You will work with Wealth Management and Independent advisors to sell Offshore mutual funds, UCITs ETFs, and separately managed accounts, plus alternatives, embedding capabilities across the client base. The role focuses on growing market share, communicating market insights, and building client portfolios through consultative strategies in a

Qualifikationen

• Bachelor's degree required.
• Securities licenses preferred (Series 7 & 63).
• Fluency in another language (Spanish/Portuguese/Mandarin) preferred.

Aufgaben

• Serve clients' interests first.
• Earn and keep the trust of financial advisors.
• Partner with internal and external parties as a team player.
• Travel frequently within the territory.

Kenntnisse

Wholesaling knowledge

Interpersonal skills

Emotional intelligence

Team player

Time management

Ausbildung

Bachelor's degree

Jobbeschreibung

J.P. Morgan Asset Management seeks a Client Advisor for the Southwest/West Coast territory in the U.S. Offshore channel to provide field sales coverage to clients. The Client Advisor will work with company's Wealth Management and Independent financial advisors to sell the range of Offshore mutual funds, UCIT's ETF's, separately managed accounts and alternative investments where J.P. Morgan Asset Management Investment capabilities are embedded. The Client Advisor will also be responsible for presenting J.P. Morgan Asset Management's value added services such as its Market Insight and Portfolio Insight programs. Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them.

Job Summary

This Client Advisor will have the primary responsibility for creating and growing JPM market share across 4 areas: Offshore mutual funds, UCIT's ETF's, separately managed accounts and alternative investments. This Client Advisor will work to consultatively create, grow and retain market share by increasing assets under management. This Client Advisor will also be responsible for communicating JP Morgan thoughts on markets, retirement and portfolio construction through the Guide to the Markets and Portfolio Insights programs.

Job Responsibilities

• Serve clients interests first
• Earn and keep the trust of the financial advisors
• Partnership with internal and external parties — team-player work with-in a team structure
• Emotional Intelligence – adaptability to change and strong interpersonal skills
• Must be willing to live in territory, frequent travel is required
• Is a consultative story teller not a product pusher

Required Qualifications, Capabilities, And Skills

• Innovation mindset — is on the lookout for better and faster ways of doing things
• Knowledge and understanding of wholesaling in an internal or external context is required
• Bachelor's degree required, securities licenses preferred, Series 7 & 63 licenses.
• Fluency in another language (Spanish/Portuguese/Mandarin) is preferred.
• Organized and disciplined — is responsible for efficiently and effectively utilizing time, managing a calendar effectively as well as an expense budget
• Demonstrated professionalism-presence, communication style
• Proven ability to operate within J.P. Morgan values
• Excellence-refuses to settle for second best, both process and results oriented

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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 also 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. Additional details about total compensation and benefits will be provided during the hiring process.

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 are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

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

About The Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.