Asset Management - Offshore Client Advisor - Vice President
Role Overview
This Client Advisor will have the primary responsibility for creating and growing JPM market share across 4 areas: Offshore mutual funds, UCIT’s ETF’s, separately managed accounts and alternative investments.
This Client Advisor will work to consultatively create, grow and retain market share by increasing assets under management.
This Client Advisor will also be responsible for communicating JP Morgan thoughts on markets, retirement and portfolio construction though the Guide to the Markets and Portfolio Insights programs.
Full Job Posting
Required qualifications, capabilities, and skills:
- Innovation mindset — is on the lookout for better and faster ways of doing things
- Knowledge and understanding of wholesaling in an internal or external context is required
- Bachelor’s degree required, securities licenses preferred, Series 7 & 63 licenses.
- Fluency in another language (Spanish/Portuguese/Mandarin) is preferred.
- Organized and disciplined — is responsible for efficiently and effectively utilizing time, managing a calendar effectively as well as an expense budget
- Demonstrated professionalism-presence, communication style
- Proven ability to operate within J.P. Morgan values
- Excellence-refuses to settle for second best, both process and results oriented
Preferred Qualifications
- Bachelor’s degree required, securities licenses preferred, Series 7 & 63 licenses.
- Fluency in another language (Spanish/Portuguese/Mandarin) is preferred.
Responsibilities
- Serve clients interests first
- Earn and keep the trust of the financial advisors
- Partnership with internal and external parties — team-player work with-in a team structure
- Emotional Intelligence – adaptability to change and strong interpersonal skills
- Must be willing to live in territory, frequent travel is required
- Is a consultative story teller not a product pusher
About JPMorgan Chase
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