1+ months

Asset Management, Financial Advisor Services, Analyst

Columbus, OH 43215
  • Job Code
    180107302

Asset Management, Financial Advisor Services, Analyst

Req #: 180107302
Location: Columbus, OH, US
Job Category: Asset Management
Potential Referral Amount: US Dollar (USD)
J.P. Morgan Chase & Co.
J.P. Morgan Chase & Co. is a leading global financial services firm with assets of more than $2.8 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
 
J.P. Morgan Asset & Wealth Management Overview
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
 
Asset Management
J.P. Morgan Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
 
Position Summary
Advisor Services Analysts, are responsible for a broad range of activities, including: serving as a prospecting resource to drive new business opportunities, building and managing client relationships, educating clients on JPMorgan products, and identifying leading advisors through calling efforts, mail/e-mail campaigns, and referrals.
 
Responsibilities:
  • Partner with internal and external Client Advisors (CA) to generate revenue growth and client retention, including:
    • Prospecting, closing business, building relationships and promoting JPMorgan mutual funds
    • Answering incoming phone calls to the JPMorgan Funds Financial Advisor Services desk regarding Funds products and services
    • Creating client presentations; developing prep and follow up materials for client meetings
    • Assisting Financial Advisors with JPMorgan Funds web site questions
  • Liaise with Internal Client Advisors on the generation of Portfolio Insights analysis reports; document sales activity/information in Salesforce and the Product Strategy drive for tracking and Compliance purposes
  • Create proposals and illustrative models for key sales representatives as needed
  • Collaborate with team members, internal partners and investment professionals throughout the firm on projects spanning all asset classes.
Required Qualifications
  • 4-year degree (BA/BS) in business, accounting or a related field required
  • FINRA/NASAA licenses preferred - i.e. Series 6 or 7; Series 63 (will be required once hired)
  • 2 – 3 years of financial services experience preferred, including strong knowledge of:
    • JPMorgan Funds’ products and services, and all aspects of the distribution channels through which they are sold
    • Specialized knowledge of JPMorgan’s Insights programs – i.e. Guide to the Markets, Guide to Retirement and Portfolio Insights
  • Able to communicate effectively (verbal and written) with a wide variety of stakeholders – e.g. external and internal partners, etc.
  • Proactive with a high level of attention to detail; quick learner who can adapt to  changing priorities and high pressure environment
  • Strong time management and organization skills; able to produce high quality work in a deadline driven environment
  • Intermediate to advanced computer skills - e.g. Salesforce, Microsoft Suite, etc.

Keyword: consumer%20banking

Categories

Posted: 2019-05-15 Expires: 2019-09-11

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world.

Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries.

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Asset Management, Financial Advisor Services, Analyst

JPMorgan Chase & Co.
Columbus, OH 43215

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