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Asset Management - Internal Client Advisor - Associate
New York, NY, United States, US
·
On-site
·
Full-time
·
9mo 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:
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Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMorgan value proposition
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Provide superior client service by being responsive, thoughtful and making the clients’ needs the focus
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Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way
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Partner with Client Advisor (external wholesaler) by being completely aligned on the objectives needed to achieve the territory’s sales goals
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Demonstrate effective territory management skills by focusing on timely follow-up, advisor scheduling and lead generation
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Convey the thought leadership of our Market Insights team to aid clients’ understanding of the ever-changing market landscape
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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
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Bachelor’s degree
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Self-starter with passion for sales and the financial markets
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Proven results shown through sustainable achievement in a competitive environment
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Ability to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplace
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Capacity to build relationships across entire organization and with our partner firms
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Series 7 and Series 63
Preferred Qualifications, Capabilities, and skills
- Two years of financial service experience preferred and/or related sales leadership experience
総閲覧数
0
応募クリック数
0
模擬応募者数
0
スクラップ
0
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JPMorgan Chaseについて

JPMorgan Chase
PublicJPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.
300,000+
従業員数
New York City
本社所在地
$500B
企業価値
レビュー
3.8
10件のレビュー
ワークライフバランス
3.2
報酬
4.1
企業文化
3.8
キャリア
3.0
経営陣
2.5
65%
友人に勧める
良い点
Good benefits and compensation
Supportive and collaborative environment
Flexible work arrangements
改善点
Long hours and heavy workload
Management issues and lack of direction
High stress during peak times
給与レンジ
41件のデータ
Junior/L3
Mid/L4
Senior/L5
Junior/L3 · Analytics Solutions Associate
1件のレポート
$139,000
年収総額
基本給
$107,000
ストック
-
ボーナス
-
$139,000
$139,000
面接体験
5件の面接
難易度
3.0
/ 5
期間
14-28週間
内定率
40%
体験
ポジティブ 20%
普通 80%
ネガティブ 0%
面接プロセス
1
Application Review
2
HireVue Video Interview
3
Recruiter Screen
4
Superday/Panel Interview
5
Final Interview
6
Offer
よくある質問
Behavioral/STAR
Technical Knowledge
Culture Fit
Past Experience
Case Study
ニュース&話題
Spirepoint Private Client LLC Purchases 3,449 Shares of JPMorgan Chase & Co. $JPM - MarketBeat
MarketBeat
News
·
6d ago
As the world’s largest bank JP Morgan tests Anthropic’s AI tool Mythos, CEO Jamie Dimon admits 'threat'; - The Times of India
The Times of India
News
·
6d ago
Fortifying the enterprise: 10 actions to take now for AI-ready cyber resilience - JPMorganChase
JPMorganChase
News
·
6d ago
JPMorgan Chase & Co. Issues Pessimistic Forecast for Super Micro Computer (NASDAQ:SMCI) Stock Price - MarketBeat
MarketBeat
News
·
1w ago