Regional Client Advisor — Institutional Wealth Growth

Aumni

New York (NY)

On-site

USD 90,000 - 130,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. invites applications for a Regional Client Advisor in the Institutional Advisor Channel. You will work with RIAs, Banks & Trusts, and Family Offices to position mutual funds, ETFs, SMAs, and alternatives to grow assets under management.

The role requires a highly consultative approach, excellent relationship skills, and willingness to travel about six times per year. A Bachelor's degree and Series 7 & 63 licenses are required, with a strong commitment to integrity and

Qualifications

Mindset of a solutions provider with a highly consultative approach.
Strong interpersonal skills and ability to establish trust.
Team-player with ability to collaborate with internal/external partners.
Willingness to travel to the region (approx. 6 times per year).
Bachelor’s degree; Series 7 & 63 licenses.

Responsibilities

Build clients for life by expanding JP Morgan's client base among IA channels.
Position mutual funds, ETFs, SMAs, and alternative investments to increasing AUM.
Collaborate with Integrated Teams and JP Morgan partners to serve RIAs, Banks & Trusts, and Family Offices.
Convey JP Morgan’s market views and portfolio construction perspectives through company programs.
Earn and maintain the trust of clients served.