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JobsJPMorgan Chase

Asset Management - Internal Client Advisor - Associate

JPMorgan Chase

Asset Management - Internal Client Advisor - Associate

JPMorgan Chase

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

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About JPMorgan Chase

JPMorgan Chase

JPMorgan 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