Asset Management - Private Wealth Alternatives Internal Client Advisor - Associate
On-site · Chicago, Illinois, United States
Job Summary
Asset Management - Private Wealth Alternatives Internal Client Advisor - Associate partnering with 1-2 PWA CAs to grow JPMorgan’s alternatives footprint in their sales territory. Educate external clients (financial advisors) about JPMorgan alternatives capabilities; cultivate and manage client relationships through the sales cycle to close alternatives business; serve as an alternatives specialist in conversations with client advisors; demonstrate expert knowledge of JPMorgan alternatives products and portfolio construction; communicate the JPM alternatives story clearly and concisely to clients and internal teams.
Required Qualifications
- Bachelor's degree
- 2+ years financial sales experience
- Proven track record of selling alternatives products
- Ability to understand competition, client, and marketplace (technical expertise)
- Capacity to build relationships with financial advisor clients
- Multi-tasking and prioritization
- Familiarity with financial markets and asset classes
- Excellent written and verbal communication skills
- Drive to exceed activity requirements
- Bachelor's degree required
- Required licenses: SIE, Series 7, Series 63 (or 66)
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