Asset Management - Funds - Offshore Internal Client Advisor

JPMorganChase•Miami, FL

About The Position

As a member of the J.P. Morgan internal sales team, the Internal Client Advisor (ICA) works closely with a senior territory-based sales partner to develop a holistic strategy for covering a territory of financial advisors. The ICA services existing clients and identifies new business opportunities. Most of the role involves speaking with advisors by phone, cultivating relationships, building partnerships, and sharing ideas that benefit advisors and their clients. J.P. Morgan provides extensive coaching to support employees in achieving their goals and continuing their professional development. The ICA works with financial advisors to share insights about financial markets, help construct investment portfolios, and provide investment solutions suited to client needs. Successful candidates understand financial markets and can explain complex financial concepts in simple, repeatable terms.

Requirements

Fluency in Spanish, written and verbal.
At least 2 years of financial sales experience, including experience selling over the phone.
A proven track record of 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 competition, clients, and the marketplace.
Capacity to build relationships across the organization and with partner firms, with strength in relationship management.
Familiarity with financial markets, market terminology, capital markets history, and economic indicators, as well as 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 prior to hiring or to be obtained.
Strong leadership abilities, including ability to drive sales results, focus and desire to increase and retain firm assets, drive to exceed activity expectations, and ability to manage multiple territory priorities.
Ability to explain the J.P. Morgan story clearly, concisely, and compellingly using the firm's seven-step sales process.
Proficiency with the customer relationship management (CRM) system.
Effectiveness in presenting to financial advisors.

Responsibilities

Work with a senior territory-based sales partner to develop a holistic strategy for covering a territory of financial advisors.
Service existing clients and identify new business opportunities.
Speak with financial advisors by phone to cultivate relationships, build partnerships, and share ideas that benefit advisors and their clients.
Share insights about financial markets with financial advisors.
Help financial advisors construct investment portfolios.
Provide specific investment solutions based on client needs.
Drive sales results and increase and retain the firm's assets.
Manage activity and multiple territory priorities while exceeding expectations.
Explain the J.P. Morgan story clearly, concisely, and compellingly using the firm's seven-step sales process.
Grow, develop, and maintain working relationships with advisors.
Present effectively to financial advisors.
Use the customer relationship management (CRM) system proficiently.