Global Liquidity Client Advisor: Growth & Cross-Sell

JPMorgan Chase & Co.; City of Rochester (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking an Asset Management Program Analyst - Global Liquidity (Internal Client Advisor) to partner with 2-3 Client Advisors and manage relationships with existing clients while proactively engaging prospects to market JPMorgan Global Liquidity products and services.

The role requires earning regulatory licenses (Series SIE, 7, 63 & 3) and collaborating with external salespersons to drive sales results.

Qualifications

• Proven results in client relationship management, cross-sell experience and prospecting.
• Ability to learn and use industry/product knowledge by understanding client needs and the marketplace.
• Capacity to build relationships with both internal and external clients.
• Demonstrates a working knowledge of fixed income investment products.
• Bachelor degree required.
• Licenses: Series 7, 63 and SIE.

Responsibilities

• Work with 2-3 Client Advisors to identify and develop new business opportunities with clients/prospects and assist with territory management.
• Identify, pursue and close cross-sell opportunities with existing clients and prospects.
• Cultivate and manage client relationships by responding to inquiries and providing updates.
• Deliver toolkits, product information and market insights to key clients.
• Coordinate with Client Service Team to onboard and ensure KYC/AML compliance.
• Promote cross-team cooperation with Client Advisors and Global Sales.
• Develop relationships with bank partners and JPMAM Portfolio Managers to support clients.

Skills

Client relationship management

Cross-selling

Prospecting

Fixed income knowledge

Education

Bachelor's degree

Tools

Series 7

Series 63

SIE

Job description

JPMorgan Chase & Co. is seeking an Asset Management Program Analyst - Global Liquidity (Internal Client Advisor) to partner with 2-3 Client Advisors and manage relationships with existing clients while proactively engaging prospects to market JPMorgan Global Liquidity products and services.

The role requires earning regulatory licenses (Series SIE, 7, 63 & 3) and collaborating with external salespersons to drive sales results.