Institutional Asset Management Client Advisor

JPMorganChase; Atlanta (GA); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Asset Management seeks a Client Advisor in the Institutional Advisor Channel to cover the Southeast, focusing on RIAs, Private Banks, Trust Companies, and Multi-Family Offices. You will lead an Integrated Client Team to deliver investment solutions and market insights while building lasting client relationships.

You will collaborate with internal partners to provide tailored investment strategies and maintain a high level of client service, traveling regularly within the Southeast.

Qualifications

• Bachelor's degree required.
• Series 7 & 63 securities licenses.
• Proven experience in client relationship management.
• Strong communication, presentation, and interpersonal skills.
• Demonstrated ability to work collaboratively within a team.
• Willingness to travel weekly within the territory.

Responsibilities

• Lead and expand relationships with clients in RIAs, Private Banks, Trust Companies, and Multi-Family Offices.
• Deliver consultative investment solutions including ETFs, mutual funds, and SMA accounts.
• Communicate market views and portfolio insights to clients.
• Build and maintain trust, acting as primary contact and advocate for client needs.
• Collaborate with the Integrated Client Team to deliver seamless client service and drive initiatives.
• Organize and lead client meetings, presentations, and events within the territory.
• Travel regularly within the Southeast to meet clients and prospects.

Skills

Client relationships

Communication skills

Team collaboration

Travel willingness

Consultative selling

Education

Bachelor's degree

Job description

J.P. Morgan Asset Management seeks a Client Advisor in the Institutional Advisor Channel to cover the Southeast, focusing on RIAs, Private Banks, Trust Companies, and Multi-Family Offices. You will lead an Integrated Client Team to deliver investment solutions and market insights while building lasting client relationships.

You will collaborate with internal partners to provide tailored investment strategies and maintain a high level of client service, traveling regularly within the Southeast.