VP, Offshore Client Advisor – Asset Management

JPMorganChase; Miami (FL); On-site; USD 100,000 - 140,000; Full time

Job summary

JPMorganChase's J.P. Morgan Asset Management seeks a Client Advisor for the Southwest/West Coast territory to provide field sales coverage to clients.

You will work with Wealth Management and Independent advisors to sell Offshore mutual funds, UCITs ETFs, and separately managed accounts, plus alternatives, embedding capabilities across the client base. The role focuses on growing market share, communicating market insights, and building client portfolios through consultative strategies in a

Qualifications

• Bachelor's degree required.
• Securities licenses preferred (Series 7 & 63).
• Fluency in another language (Spanish/Portuguese/Mandarin) preferred.

Responsibilities

• Serve clients' interests first.
• Earn and keep the trust of financial advisors.
• Partner with internal and external parties as a team player.
• Travel frequently within the territory.

Skills

Wholesaling knowledge

Interpersonal skills

Emotional intelligence

Team player

Time management

Education

Bachelor's degree

Job description

JPMorganChase's J.P. Morgan Asset Management seeks a Client Advisor for the Southwest/West Coast territory to provide field sales coverage to clients.

You will work with Wealth Management and Independent advisors to sell Offshore mutual funds, UCITs ETFs, and separately managed accounts, plus alternatives, embedding capabilities across the client base. The role focuses on growing market share, communicating market insights, and building client portfolios through consultative strategies in a