Global Liquidity Internal Client Advisor - Client Growth

JPMorgan Chase & Co.

New York (NY)

On-site

USD 70,000 - 90,000

Full time

7 days ago

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Job summary

JPMorgan Chase & Co. seeks an Asset Management Program Analyst - Global Liquidity (Internal Client Advisor) to support 2-3 Client Advisors, manage existing client relationships, and proactively engage prospects to market Global Liquidity products.

The role requires earning regulatory licenses and collaboration with external salespersons to drive sales and ensure onboarding compliance. You will identify new business opportunities, deliver market insights, and maintain a comprehensive view of

Qualifications

Proven results in client relationship management and cross-sell experience.
Ability to learn industry knowledge by understanding client needs and market trends.
Capacity to build relationships with internal and external clients.
Demonstrates 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 and assist with territory management.
Identify, pursue and close cross-sell opportunities with existing clients and prospects.
Cultivate and manage client relationships, respond to inquiries, and provide timely updates.
Deliver value through product information, market insights, and access to the firm’s resources.
Coordinate onboarding and ensure KYC/AML compliance with the Client Service Team.
Promote cross-team cooperation and share best practices with Global Sales partners.
Develop relationships with bank partners, JPMAM Portfolio Managers, Investment Specialists, Client Advisors and Client Service/Operations