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Asset Management - Client Advisor - RIA & Bank Channel - Texas

Req #: 180033137
Location: Work At Home, TX, US
Job Category: Asset Management
Potential Referral Amount: 1500 US Dollar (USD)

J.P. Morgan Funds Management
Client Advisor - Registered Investment Advisor  & Bank Trust Channel - State of Texas

J.P. Morgan is a global leader in asset and wealth management services. The Asset & Wealth Management line of business serves institutional, ultra high net worth, high net worth and individual clients through its Asset Management and Wealth Management businesses. With client assets of $2.8 trillion and assets under management of $2.0 trillion, we are one of the largest asset and wealth managers in the world. (Assets as of Dec. 31, 2017.)


We seek a driven and committed External Wholesaler to join our organization's Funds Management division in the role of Client Advisor. The Client Advisor will foster relationships with RIA & Bank Trust organizations and deliver the broad-based, asset management products and services of our firm including:

  • Mutual Funds
  • Separately Managed Accounts
  • Privately Placed Funds
  • Structured Products

This position will provide added value support in a consultative manner according to individual advisor needs for the State of Texas Territory. This includes delivering a holistic approach to asset management with the ability to leverage our extensive capabilities and significant market insights. 

Examples of specific activities include:

  • Delivering specialized training for Advisors on the markets
  • Providing advanced sales presentations on JPM capabilities


Successful candidates will have demonstrable

  • Achievements in a financial sales environment
  • Relationships with RIA and bank trust organizations and their respective advisors

  • Ability to capture, increase and retain Assets Under Management
  • Relationships with R.I.A organizations and their respective advisors
  • Industry and product knowledge
  • Capacity to build positive and effective internal and external relationships
  • Excellent written and verbal communication skills
  • Management of an assigned territory as their own business
  • Experience developing and implementing sales and marketing business plans

This position requires 

  • Minimum 7 years financial services sales experience
  • Bachelors degree, CIMA or CFA preferred



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