VP, Regional Client Advisor – Institutional Clients

JPMorganChase; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorganChase, a leading financial services firm, seeks a Regional Client Advisor within the Institutional Advisor channel to expand its client base among RIAs, Banks & Trusts, and Family Offices in the region.

You will consultatively position mutual funds, ETFs, SMAs, and alternatives while conveying JP Morgan's market views to help grow assets under management. Significant travel is required as part of an integrated team.

Qualifications

• Consultative approach with the ability to establish rapport and trust.
• Team-player and collaborative mindset.
• Strong integrity and professional presence.
• Willingness to travel region (approx. 6 trips per year).
• Bachelor's degree; Series 7 & 63 licenses.
• Excellent time management and organizational skills.

Responsibilities

• Build clients for life as part of an Integrated Team covering a Region.
• Collaborate with Integrated Teams and internal JPMorgan partners.
• Establish and grow JPMorgan clients with RIAs, Banks & Trusts and Family Offices.
• Position mutual funds, ETFs, separately managed accounts and alternatives to increase AUM.
• Communicate JPMorgan's market views through the Guide to the Markets and related programs.
• Earn and maintain the trust of the clients served.

Skills

Consultative selling

Team player

Emotional Intelligence

Travel willingness

Integrity

Relationship building

Communication skills

Time management

Education

Bachelor's degree

Job description

JPMorganChase, a leading financial services firm, seeks a Regional Client Advisor within the Institutional Advisor channel to expand its client base among RIAs, Banks & Trusts, and Family Offices in the region.

You will consultatively position mutual funds, ETFs, SMAs, and alternatives while conveying JP Morgan's market views to help grow assets under management. Significant travel is required as part of an integrated team.