Southeast Institutional Client Advisor – Asset Management

JPMorgan Chase & Co.; Atlanta (GA); On-site; USD 100,000 - 160,000; Full time

Job summary

J.P. Morgan Asset Management in Atlanta seeks a Client Advisor for the Institutional Advisor Channel to cover the Southeast.

You will lead an Integrated Client Team, deliver investment solutions (ETFs, mutual funds, separately managed accounts, and alternatives) and build lasting relationships with RIAs, Private Banks, Trust Companies, and Multi-Family Offices. The role requires a Bachelor’s degree, series 7 and 63, proven client relationship experience, strong communication and teamwork, and

Qualifications

• Bachelor’s degree required.
• 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 assigned territory.

Responsibilities

• Lead and expand relationships with clients in the Southeast (RIAs, Private Banks, Trust Companies, and MFOs).
• Deliver investment solutions including ETFs, mutual funds, SMAs, and alternatives to increase assets under management.
• Communicate market views and portfolio insights to clients.
• Build lasting client relationships and act as a trusted solutions provider.
• Collaborate with the Integrated Client Team and internal partners to deliver seamless client service.

Skills

Client relationship management

Communication & presentation

Interpersonal skills

Team collaboration

Willingness to travel

Education

Bachelor’s degree

Job description

J.P. Morgan Asset Management in Atlanta seeks a Client Advisor for the Institutional Advisor Channel to cover the Southeast.

You will lead an Integrated Client Team, deliver investment solutions (ETFs, mutual funds, separately managed accounts, and alternatives) and build lasting relationships with RIAs, Private Banks, Trust Companies, and Multi-Family Offices. The role requires a Bachelor’s degree, series 7 and 63, proven client relationship experience, strong communication and teamwork, and