Asset Management, External Client Advisor
Job Summary:
As an External Client Advisor within JPMorgan Asset Management – US Funds Management, you will be responsible for providing field sales coverage in the Arizona, Nevada, and New Mexico region within the Independent Broker Dealer (IBD) channel. Your role will involve promoting and expanding JPMorgan`s market share across mutual funds, ETFs, and retirement sectors. This will require deepening client relationships through consultative engagement and increasing assets under management. You will also play a key role in disseminating JPMorgan`s insights on market trends, retirement planning, and portfolio construction through various programs such as the Guide to the Markets, Guide to Retirement, and Portfolio Insights.
Job Responsibilities:
• Prioritize the interests of our clients above all else.
• Build and maintain the trust of the financial advisors we work with.
• Foster partnerships both internally and externally, demonstrating a team-oriented mindset and willingness to collaborate.
• Show respect by treating others as they would like to be treated, valuing diverse perspectives, and adhering to the golden rule.
• Display emotional intelligence, including adaptability to change and strong interpersonal skills.
• Be prepared to reside within the designated territory, as frequent travel is necessary.
• Embrace a consultative approach, focusing on storytelling rather than merely pushing products.
• Commit to honesty and transparency in all dealings.
• Cultivate an innovative mindset, always seeking more efficient and effective methods.
Required qualifications, capabilities and skills
• Hold a Bachelor’s degree;
• Stay organized and disciplined, managing time and local budgets effectively.
• Uphold a professional demeanor in presence and communication.
• Align with and uphold JPMC values in all professional activities.
• Strive for excellence, never settling for second best and focusing on both processes and outcomes.
Preferred qualifications, capabilities and skills
• Have knowledge and experience in wholesaling, either internally or externally.
• Securities licenses such as Series 7 & 63
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