VP, Offshore Asset Management & Client Advisory

JPMorgan Chase & Co.; Miami (FL); In loco; USD 120.000 - 160.000; Tempo pieno

Descrizione del lavoro

J.P. Morgan Asset Management seeks a Client Advisor for the Northeast/Canada territory in the U.S. Offshore channel to provide field sales coverage to clients.

The Client Advisor will work with Wealth Management and Independent financial advisors to sell the range of Offshore mutual funds, UCIT’s ETF’s, separately managed accounts and alternative investments where J.P. Morgan Asset Management investment capabilities are embedded.

Competenze

• Innovation mindset—on the lookout for better and faster ways of doing things.
• Wholesaling knowledge in an internal or external context is required.
• Bachelor’s degree required; securities licenses preferred (Series 7 & 63).
• Fluency in another language (Spanish/Portuguese/Mandarin) is preferred.

Mansioni

• Serve clients’ interests first.
• Earn and keep the trust of the financial advisors.
• Partnership with internal and external parties—team-player within a team structure.
• Emotional intelligence—adaptability to change and strong interpersonal skills.
• Must be willing to live in territory; frequent travel is required.
• Is a consultative storyteller, not a product pusher.

Conoscenze

Innovation mindset

Wholesaling knowledge

Language fluency (Spanish/Portuguese/M

Formazione

Bachelor’s degree

Descrizione del lavoro

J.P. Morgan Asset Management seeks a Client Advisor for the Northeast/Canada territory in the U.S. Offshore channel to provide field sales coverage to clients.

The Client Advisor will work with Wealth Management and Independent financial advisors to sell the range of Offshore mutual funds, UCIT’s ETF’s, separately managed accounts and alternative investments where J.P. Morgan Asset Management investment capabilities are embedded.