Jobs

Asset Management - Internal Client Advisor - Associate
New York, NY, United States, US
·
On-site
·
Full-time
·
7mo ago
JPMorgan Asset Management 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.
Job Summary:
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
-
Series 7 and Series 63
Preferred Qualifications, Capabilities, and skills
- Two years of financial service experience preferred and/or related sales leadership experience
Total Views
0
Apply Clicks
0
Mock Applicants
0
Scraps
0
Similar Jobs
BE
Technical Associate
Becton Dickinson · USA SC - Sumter

Automation Engineering Apprentice
Curtiss-Wright · Client Site - USA - AL - Bessemer - 975 Powder Plant Rd
CE
Warehouse Associate Day Shift
Cencora · Whitestown, Indiana, United States of America

Associate, People Relations
Oscar Health · Tempe, Arizona, United States

Associate Producer
Paramount · Miami, FL, US, 33172
About JPMorgan Chase

JPMorgan Chase
PublicJPMorgan Chase is a multinational investment bank and financial services company that provides banking, investment, and asset management services globally. It is one of the largest banks in the United States by assets and market capitalization.
300,000+
Employees
New York City
Headquarters
Reviews
4.2
10 reviews
Work Life Balance
4.2
Compensation
4.3
Culture
4.5
Career
4.4
Management
4.1
75%
Recommend to a Friend
Pros
Good pay and benefits
Work-life balance
Career advancement opportunities
Cons
Heavy workload at times
Career advancement takes time
Pay could be better in some roles
Salary Ranges
47 data points
Junior/L3
Mid/L4
Senior/L5
Junior/L3 · Analyst
21 reports
$126,500
total / year
Base
$110,000
Stock
-
Bonus
-
$95,450
$155,250
Interview Experience
4 interviews
Difficulty
2.8
/ 5
Duration
14-28 weeks
Interview Process
1
Application Review
2
HireVue Video Interview
3
Technical/Behavioral Assessment
4
Final Interview Round
5
Offer Decision
Common Questions
Behavioral/STAR
Technical Knowledge
Past Experience
Culture Fit
Case Study
News & Buzz
JPMorgan Chase to offer $1K match for Trump Accounts belonging employees’ kids - Fox Business
Source: Fox Business
News
·
5w ago
Focus: Trump's JPMorgan lawsuit underscores his growing clash with Wall Street - Reuters
Source: Reuters
News
·
5w ago
JPMorgan Chase and Bank of America Match Employees’s $1,000 ‘Trump Accounts’ - People.com
Source: People.com
News
·
5w ago
Bank of America, JPMorgan Chase to contribute $1,000 to Trump Accounts for their employees - CBS News
Source: CBS News
News
·
5w ago