Institutional Client Advisor - Asset Management Growth

Aumni; Chicago (IL); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Join J.P. Morgan Asset Management as a Client Advisor in Chicago, covering Northern Illinois, Northern Indiana, and Southern Wisconsin. In this role, you will lead relationships with institutional clients and deliver tailored investment solutions. Essential qualifications include a Bachelor’s degree, Series 7 & 63 licenses, and strong client relationship management skills. You will also travel regularly within the assigned territory and must have a proven track record of success in similar roles. A competitive rewards package is offered, along with comprehensive benefits.

Qualifications

• Proven experience in client relationship management, preferably in an institutional or advisory setting.
• High level of professionalism, organization, and discipline.
• Willingness to travel weekly within the assigned territory.

Responsibilities

• Lead and expand relationships with institutional clients, focusing on Registered Investment Advisors.
• Deliver consultative investment solutions, increasing assets under management.
• Communicate J.P. Morgan’s perspectives on markets and portfolio construction.

Skills

Client relationship management

Communication skills

Presentation skills

Interpersonal skills

Team collaboration

Consultative mindset

Education

Bachelor’s degree

Series 7 & 63 securities licenses

Job description

Join J.P. Morgan Asset Management as a Client Advisor in Chicago, covering Northern Illinois, Northern Indiana, and Southern Wisconsin. In this role, you will lead relationships with institutional clients and deliver tailored investment solutions. Essential qualifications include a Bachelor’s degree, Series 7 & 63 licenses, and strong client relationship management skills. You will also travel regularly within the assigned territory and must have a proven track record of success in similar roles. A competitive rewards package is offered, along with comprehensive benefits.