JPMorgan Asset Management Internal Client Advisor Associate 

United States, New York, New York 

479266729

As an Internal Client Advisor Associate within the Asset Management team, you will be responsible for helping financial advisors understand the complexities of capital markets and offering timely solutions. You will play a key role in marketing mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate your passion for the financial industry.

Job Responsibilities:

• Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMorgan 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

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree
• Self-starter with passion for sales and the financial markets
• Proven results shown through sustainable achievement in a competitive environment
• Ability to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplace
• Capacity to build relationships across entire organization and with our partner firms

Preferred Qualifications, Capabilities, and skills

• Series 7 and Series 63 preferred
• Two years of financial service experience preferred and/or related sales leadership experience