JPMorgan Asset Management - Offshore Internal Client Advisor Associate 

United States, New York 

90863797

Job 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

Required qualifications, capabilities and skills

• Bachelor’s degree
• Two years of financial service experience and/or related sales leadership experience
• Series 7 and Series 63
• 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
• Excellent verbal communication and presentation skills

Preferred qualifications, capabilities and skills

• Spanish speaking preferred