Funds Management – Offshore Internal Client Advisor (Spanish Fluency Required), Miami, FL or NY, 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 Internal Client Advisor (ICA) team in the Offshore business.The primary role of the Internal Client Advisor team is to prospect, close business, and promote JPMorgan offshore mutual funds to financial advisors and the brokerage community. Candidates should be self-starters who have a strong desire to succeed and to achieve goals in a consistent and timely manner.
Primary Objectives:
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 field client advisors, with responsibilities including advisor scheduling, call-backs, and lead generationIdentify and profile leading advisors through calling efforts, mail/email campaigns, and referralsThe 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
This Leadership Role Requires:
Ability to drive sales results and focus to increase and retain the firm's assets
Drive to exceed activity requirements
Ability to tell the "JPM story" clearly, concisely and in a compelling way to create interest by utilizing the JPMorgan sales process
Ability to grow, develop and maintain working relationships with key advisors
Some travel in territory required
Proficiency in the use our CRM system and administer, on a timely basis, required reports to the appropriate JPM areas including sales plans, call reports, and promotional programs
Participating in high net worth and client presentations with FA's and RM's
Qualifications
Qualifications:
Education: Bachelor degree preferredExperience: 2 year's financial services experience preferred and/or directly related sales leadership experienceExperience with NRA advisors preferredKnowledge of offshore market place and product vehiclesSpanish language
fluency, Portuguese is a plusLicenses: Minimum requirement Series 7 and 63