JP Morgan Chase & Co.

Asset Management - Regional Client Advisor - Vice President

JP Morgan Chase & Co. • $150K — $200K *
New York, NY 10017In-Person
Finance & Insurance
Less than 5 years of experience
6 days ago
Job Overview by Ladders

Qualifications

  • Solutions-oriented mindset with a consultative approach to building relationships
  • Strong team player ready to collaborate with internal and external partners
  • Demonstrates respect and integrity in all interactions
  • High emotional intelligence with adaptability to change
  • Willingness to travel to the designated region approximately six times per year
  • Must possess a Bachelor’s degree with Series 7 & 63 licenses
  • Organized, disciplined, and effective in time and budget management
  • Professional presence with a strong communication style
  • Refuses to settle for second best, focusing on excellence in process and results

Responsibilities

  • Build and maintain long-term client relationships within a defined region
  • Collaborate with integrated team members to achieve client goals
  • Establish and expand J.P. Morgan's client base among RIA’s, Bank & Trusts, and Family Offices
  • Consultatively position various investment products to increase assets under management
  • Communicate investment perspectives through established resource materials
  • Earn and maintain client trust to foster loyalty
Full Job Description
JOB DESCRIPTION

As a Regional Client Advisor within the Institutional Advisor (IA) Channel at JPMorgan Asset Management – US Funds Management, you will be a part of an integrated team, primarily tasked with establishing and expanding JP Morgan's client base among RIA’s, Bank & Trusts, and Family Offices in the region. Your role will involve consultative positioning of mutual funds, ETF’s, separately managed accounts, and alternative investments to boost assets under management. Additionally, you will be responsible for conveying JP Morgan’s perspectives on markets, retirement, and portfolio construction through the Guide to the Markets, Guide to Alternatives, and Portfolio Insights programs.

Job Responsibilities

  • Build “clients for life,” as a member of an Integrated Team model in covering a Region, which is comprised of two distinct territories. Each territory will be covered by a J.P. Morgan Integrated Team comprised of a Client Advisor, Regional Client Advisor, Internal Client Advisor, ETF Client Advisor(s) and Retirement Client Advisors to serve the Registered Investment Advisor (RIA), Bank & Trust and Family Office clients in the Region. 
  • Collaborate with the members of the Integrated Teams and internal J.P. Morgan partners is an essential component to the success of this role.
  • Work within an Integrated Team and have the primary responsibility of establishing and growing JP Morgan clients with RIA’s, Bank & Trusts and Family Offices. 
  • Work with these clients to consultatively position mutual funds, ETF’s, separately managed accounts and alternative investments to increase assets under management. 
  • Communicate JP Morgan’s views on markets, retirement and portfolio construction through the Guide to the Markets, Guide to Alternatives  and Portfolio Insights programs.
  • Earn and keep the trust of the clients we serve.

 

Required qualifications, capabilities and skills 

  • Mindset of a solutions provider with a highly consultative approach and the ability to establish rapport and build/maintain trust

  • Team-player, willingness to work within a team structure and partner with internal and external parties

  • Respects/treats others as they'd like to be treated, respects the views and opinions of others, and always represents themselves with the utmost Integrity

  • Emotional Intelligence – adaptability to change and demonstrate strong interpersonal skills

  • Must be willing to travel into the Region - expected frequency of 6 times per year is required

  • Consultative approach, not a product pusher

  • Bachelor’s degree; Series 7 & 63 licenses

  • Organized and disciplined — is responsible for efficiently and effectively utilizing their time and local budget

  • Demonstrated professionalism-presence, communication style

  • Excellence-refuses to settle for second best, both process and results oriented

 

Preferred Qualifications, capabilities and skills

  • Knowledge and understanding of wholesaling as an internal or external is preferred

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

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