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채용JPMorgan 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

·

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:

  • 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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총 지원 클릭 수

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모의 지원자 수

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JPMorgan Chase 소개

JPMorgan Chase

JPMorgan 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+

직원 수

New York City

본사 위치

$500B

기업 가치

리뷰

3.8

10개 리뷰

워라밸

3.2

보상

4.1

문화

3.8

커리어

3.0

경영진

2.5

65%

친구에게 추천

장점

Good benefits and compensation

Supportive and collaborative environment

Flexible work arrangements

단점

Long hours and heavy workload

Management issues and lack of direction

High stress during peak times

연봉 정보

41개 데이터

Junior/L3

Mid/L4

Senior/L5

Junior/L3 · Analytics Solutions Associate

1개 리포트

$139,000

총 연봉

기본급

$107,000

주식

-

보너스

-

$139,000

$139,000

면접 경험

5개 면접

난이도

3.0

/ 5

소요 기간

14-28주

합격률

40%

경험

긍정 20%

보통 80%

부정 0%

면접 과정

1

Application Review

2

HireVue Video Interview

3

Recruiter Screen

4

Superday/Panel Interview

5

Final Interview

6

Offer

자주 나오는 질문

Behavioral/STAR

Technical Knowledge

Culture Fit

Past Experience

Case Study