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Asset Management Internal Client Advisor - Analyst

Req #: 180008757
Location: Bogota, DC, CO
Job Category: Relationship Management/Sales
Potential Referral Amount: 0 US Dollar (USD)

Business overview:

J.P. Morgan Asset Management (“JPMAM”) provides investment management products and services to institutional and individual investors worldwide. It offers the full spectrum of investment strategies - from equity, cash management, fixed income, currency and asset allocation to alternative asset classes such as private equity, real estate and hedge funds.


Role description:

The primary role of the internal client advisor is to support the sales team, prospect, close business and promote JP Morgan funds to institutional clients and financial advisors in Latin America.


The candidate will be based in Bogota (Colombia) and will report to the Colombian Head of Asset Management. 

Primary Objectives:

  • Support the sales team to achieve the sales goals
  • Identify and profile clients
  • Cultivate and manage client relationship by responding to client inquiries maintaining ongoing communication with clients/prospects throughout the sales cycle
  • Provide market intelligence of the industry, clients and competitors
  • Keep updated of market outlook and our funds characteristics
  • Prepare market insights presentations
  • Interact with our support teams around the world making sure to provide a prompt answer to our clients and prospects
  • Organize Roadshows and events

The ideal candidate will have

  • Bachelor degree in Business, Finance or similar.
  • Experience: 2 -4 years’ experience in Asset Management or Sales roles.
  • Strong verbal and written communication
  • Superior organizational skills
  • Fluent in spoken and written English 

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