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Asset Management, Funds, Internal Client Advisor, Associate

Req #: 170074871
Location: Chicago, IL, US
Job Category: Asset Management
Potential Referral Amount: 1500 US Dollar (USD)
Business Overview:
JPMorgan 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 advisory team is to prospect, close business, and promote JPMorgan mutual funds to financial advisors and the brokerage community. You will be a member of the internal sales team, working to achieve the goals of the internal sales team.  The position requires accountability to an external salesperson covering the corresponding region from the road.   Candidates should be self-starters who have a strong desire to succeed and to achieve goals in a consistent and timely manner. 
 
Primary Objectives:
  • Identify and profile leading advisors through calling efforts, mail/email campaigns, and referrals
  • Cultivate and manage client relationship, by responding to client inquiries, providing ongoing communication with clients/prospects, and managing the client/prospects throughout the sales cycle, resulting in closed business.
  • Develop and strengthen relationships with key advisors and market centers of influence
  • Deliver "the best of the firm" to key advisors, through value-add tools/support, product information and updates, and unique JPM market insights
  • Partner with 1-2 field wholesalers, with responsibilities including advisor scheduling, call-backs, and lead generation

 

The candidate will have:
  • Proven results and demonstrated sustainable achievement in a competitive environment (Drive for achievement)
  • Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
  • Capacity to build relationships across entire organization and with our partner firms (Manage relationships)
  • Excellent written and verbal communication skills
  • Leverage our global resources 
Qualifications:
  • Education: Bachelor degree required
  • Experience: 2+ year's financial services experience preferred and/or directly related sales leadership experience
  • Licenses: Minimum requirement Series 6, Series 7 and 63 

 

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