Asset Management, Internal Client Advisor (Internal Wholesaler) - Associate
Posted on: 1 Mar 2021
New York City, New York
Job Description
JPMorgan Asset Management (JPMAM) helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies equity, fixed income, cash management, currency, asset allocation, and alternative asset classes - allow investors to find strategies to help navigate dynamic markets. Our renowned value-added tools assist clients in realizing their retirement objectives by getting invested, staying invested, and investing with less emotion.
YOUR ROLE
We are looking for a thoughtful, dynamic, consultative, sales-minded individual with a true passion for the markets. As an Internal Client Advisor (internal wholesaler), you will be helping financial advisors navigate the complexities of the broader capital markets by offering timely solutions. You will partner with a Client Advisor (external wholesaler) and you will both strive to meet the goals for your territory by successfully marketing our mutual funds, ETFs, and separately managed accounts. This role is most rewarding for candidates who like to work collaboratively, are strong communicators, and enjoy making a true difference in helping others achieve their investing goals.
WHAT YOU WILL DO
* 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 territorys 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
WHAT WERE LOOKING FOR
* Bachelors degree required
* Two years of financial service experience preferred and/or related sales leadership experience
* Series 7 and Series 63 required
* 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
JPMorgan Chase & Co.
New York, New York
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.
The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.
This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.
The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.
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IndustryBanking/Financial Services
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No. of Employees255,998
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Website
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Jobs Posted9051
