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As the Regional Client Advisor within Institutional Advisor (IA) Channel at JPMorgan Asset Management – US Funds Management you will work within an Integrated Team and will have the primary responsibility of establishing and growing JP Morgan clients with RIA’s, Bank & Trusts and Family Offices in the Region. You will work with these clients to consultatively position mutual funds, ETF’s, separately managed accounts and alternative investments to increase assets under management. You will also be responsible for communicating JP Morgan’s views on markets, retirement and portfolio construction through the Guide to the Markets, Guide to Alternatives and Portfolio Insights programs.
Job Responsibilities
Required qualifications, capabilities and skills
• Mindset of a solutions provider with a highly consultative approach and the ability to establish rapport and build/maintain trust.
• Respects/treats others as they'd like to be treated, respects the views and opinions of others, and always represents themselves with the utmost Integrity
• Emotional Intelligence – adaptability to change and demonstrate strong interpersonal skills
• Must be willing to travel into the Region - expected frequency of 6 times per year is required
• Consultative approach, not a product pusher
• Knowledge and understanding of wholesaling as an internal or external is preferred
• Bachelor’s degree; Series 7 & 63 licenses
• Organized and disciplined — is responsible for efficiently and effectively utilizing their time and local budget
• Demonstrated professionalism-presence, communication style
• Excellence-refuses to settle for second best, both process and results oriented
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