Institutional Client Advisor: Asset Management Solutions

Testing Site - JPMC; Chicago (IL); Presencial; USD 85.000 - 140.000; Jornada completa

Descripción de la vacante

J.P. Morgan Asset Management seeks a Client Advisor for the Institutional Advisor Channel to cover Northern Illinois, Northern Indiana, and Southern Wisconsin.

You will lead an Integrated Client Team to deliver investment solutions and build lasting client relationships with RIAs, Private Banks, Trust Companies, and Multi-Family Offices. You will communicate market views and portfolio insights, collaborate with internal partners, and travel regularly to meet clients.

Formación

• Bachelor’s degree required.
• Series 7 & 63 securities licenses.
• Proven experience in client relationship management.
• Strong communication, presentation, and interpersonal skills.
• Willingness to travel weekly within the assigned territory.
• Demonstrated ability to work collaboratively within a team.
• Commitment to JP Morgan’s values and drive for excellence.

Responsabilidades

• Lead and expand relationships with institutional clients, focusing on Registered Investment Advisors, Private Banks, Trust Companies, and Multi-Family Offices.
• Deliver consultative investment solutions, positioning ETFs, mutual funds, separately managed accounts, and alternative investments to increase assets under management.
• Communicate JP Morgan’s perspectives on markets, retirement, and portfolio construction through established programs and thought leadership.
• Build and maintain trust with clients, serving as the primary point of contact and advocate for their needs.
• Collaborate with the Integrated Client Team and internal partners to deliver seamless client service and drive strategic initiatives.
• Demonstrate a solutions-oriented, consultative approach to client engagement.
• Organize and lead client meetings, presentations, and events within the territory.
• Manage time and resources efficiently, ensuring effective coverage and support for all clients.
• Uphold JP Morgan’s values of integrity, excellence, and partnership in all interactions.
• Travel regularly within the assigned territory to meet with clients and prospects.

Conocimientos

Client relationship management

Communication skills

Presentation skills

Interpersonal skills

Team collaboration

Professionalism

Willingness to travel

Educación

Bachelor's degree

Descripción del empleo

J.P. Morgan Asset Management seeks a Client Advisor for the Institutional Advisor Channel to cover Northern Illinois, Northern Indiana, and Southern Wisconsin.

You will lead an Integrated Client Team to deliver investment solutions and build lasting client relationships with RIAs, Private Banks, Trust Companies, and Multi-Family Offices. You will communicate market views and portfolio insights, collaborate with internal partners, and travel regularly to meet clients.