Funds Management – Internal Client Advisor, Wealth Management – (NYC) recruitment
Funds Management - Internal Client Advisor -
Wealth Management Channel
Locations - New York, NY
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 Funds Management Business is looking to enhance its client advisory teams in the
Wirehouse channel
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
Qualifications
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 preferred
Experience: 2 year's financial services experience preferred and/or directly related sales leadership experience
Licenses: Minimum requirement Series 6, Series 7 and 63;
65 preferred