Regional Client Advisor, IA Channel — Asset Management

JPMorgan Chase & Co.; City of Rochester (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Asset Management is seeking a Regional Client Advisor to expand its institutional client base across RIAs, Banks & Trusts, and Family Offices. You will consultatively position mutual funds, ETFs, SMAs, and alternatives while sharing JPMorgan's market views to help clients build stronger portfolios.

You will collaborate with an Integrated Team and internal partners to serve regional clients, travel about six times per year, and uphold the highest standards of integrity and client service.

Qualifications

• Bachelor's degree and securities licenses (Series 7 & 63) required or in progress.
• Strong consultative approach with ability to build trust with clients.
• Willing to travel into the region; approximately 6 trips per year.

Responsibilities

• Build and expand the client base among RIAs, Banks, Trusts and Family Offices.
• Position mutual funds, ETFs, SMAs and alternatives to grow AUM.
• Convey JPMorgan Asset Management views on markets and portfolio construction.
• Collaborate with Integrated Team members and internal partners to serve clients.
• Maintain trust and long-term relationships with clients.

Skills

Consultative selling

Relationship building

Team player

Integrity

Emotional intelligence

Travel willingness

Education

Bachelor's degree

Series 7 & 63 licenses

Job description

JPMorgan Asset Management is seeking a Regional Client Advisor to expand its institutional client base across RIAs, Banks & Trusts, and Family Offices. You will consultatively position mutual funds, ETFs, SMAs, and alternatives while sharing JPMorgan's market views to help clients build stronger portfolios.

You will collaborate with an Integrated Team and internal partners to serve regional clients, travel about six times per year, and uphold the highest standards of integrity and client service.