Asset Management - Funds - Offshore Internal Client Advisor

JPMorgan Chase & Co.•Miami, FL

About The Position

As a member of J.P. Morgan’s internal sales team, the Internal Client Advisor works closely with a senior territory-based sales partner to develop a holistic strategy for covering a territory of financial advisors. The role services existing clients while identifying new business opportunities. Most of the work is conducted by phone with advisors, cultivating relationships, building partnerships, and sharing ideas that benefit advisors and their clients. The Internal Client Advisor works with financial advisors to share financial-market insights, help construct investment portfolios, and provide investment solutions tailored to client needs. Successful candidates understand financial markets and can explain complex financial concepts in simple, repeatable terms. The company provides coaching to support employees’ goals and professional development.

Requirements

Fluency in Spanish, written and verbal.
At least 2 years of financial sales experience, including experience selling over the phone.
Proven success selling Investment Management and/or Retirement plans and maintaining relationships.
Proven ability to multitask and stay on top of priorities.
Ability to learn and demonstrate industry and product knowledge, including understanding competitors, clients, and the marketplace.
Ability to build relationships across the organization and with partner firms.
Familiarity with financial markets, market terminology, capital markets history, economic indicators, and equity, fixed income, international, emerging markets, currency, and alternative asset classes.
Excellent written and verbal communication skills.
Ability to effectively leverage global resources.
Series 7 and Series 63 (or 66) licenses required before hiring or to be obtained.
Strong leadership abilities, including the ability to drive sales results, focus on increasing and retaining firm assets, manage activity and territory priorities, communicate the JPMorgan story, maintain advisor relationships, use a CRM system, and present effectively to financial advisors.

Responsibilities

Work with a senior territory-based sales partner to develop a holistic territory coverage strategy.
Service existing clients and identify new business opportunities.
Spend most of the workday speaking with financial advisors by phone to cultivate relationships, build partnerships, and share ideas.
Share insights about financial markets with financial advisors.
Help financial advisors construct investment portfolios.
Provide investment solutions based on client needs.
Drive sales results and increase and retain the firm’s assets.
Manage activity and multiple territory priorities.
Communicate the JPMorgan story clearly and compellingly using the JPMorgan seven-step sales process.
Grow, develop, and maintain working relationships with advisors.
Use the customer relationship management (CRM) system and present effectively to financial advisors.

Benefits

Competitive total rewards package, including a base salary determined by role, experience, skill set, and location.
Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
Comprehensive health care coverage.
On-site health and wellness centers.
Retirement savings plan.
Backup childcare.
Tuition reimbursement.
Mental health support.
Financial coaching.
Coaching and professional development support.