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Chase · 2 months ago

Asset Management - Wealth Management Wirehouse Internal Client Advisor - Associate

10 S Dearborn St, Chicago, IL, 60603, US

Full-time

Onsite

Entry Level

2+ years exp

JPMorgan Asset Management is a leading provider of investment solutions for institutional and individual clients. As an Internal Client Advisor, you will assist financial advisors in navigating capital markets and marketing mutual funds, ETFs, and separately managed accounts while focusing on client relationships and service.

BankingFinancial Services

Responsibilities

Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMAM value proposition

Provide superior client service by being responsive, thoughtful and making the clients’ needs the focus

Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way

Partner with Client Advisor (external wholesaler) by being completely aligned on the objectives needed to achieve the territory’s sales goals

Demonstrate effective territory management skills by focusing on timely follow-up, advisor scheduling and lead generation

Convey the thought leadership of our Market Insights team to aid clients’ understanding of the ever-changing market landscape

Assist financial advisors in constructing strong risk-adjusted portfolios by leveraging the knowledge and analytics of our Portfolio Insights team

Qualification

Series 7Series 63Financial service experienceSales leadership experienceMarket knowledgeVerbal communicationPresentation skillsRelationship buildingSelf-starter