Asset Management - Client Advisor - Chase Wealth Management Channel - Ohio and Michigan
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What you'll do
- Lead and expand relationships with Regional Directors of Wealth, Market Directors of Wealth, and Private Client Advisors.
- Deliver consultative investment solutions, positioning ETFs, mutual funds, separately managed accounts, and alternative investments to increase assets under management.
- Communicate J.P. Morgan’s perspectives on markets, retirement, and portfolio construction through established programs and thought leadership.
- Build and maintain trust with clients, serving as the primary point of contact and advocate for their needs.
- Collaborate with the Integrated Client Team and internal partners to deliver seamless client service and drive strategic initiatives.
- Demonstrate a solutions-oriented, consultative approach to client engagement.
- Organize and lead client meetings, presentations, and events within the territory.
- Manage time and resources efficiently, ensuring effective coverage and support for all clients.
- Uphold J.P. Morgan’s values of integrity, excellence, and partnership in all interactions.
- Travel regularly within the assigned territory to meet with clients and prospects.
What they're looking for
- Bachelor’s degree required.
- Series 7 & 63 securities licenses.
- Proven experience in client relationship management.
- Strong communication, presentation, and interpersonal skills.
- Demonstrated ability to work collaboratively within a team structure.
- High level of professionalism, organization, and discipline.
- Willingness to travel weekly within the assigned territory.
- Consultative mindset with a focus on delivering client-centric solutions.
- Commitment to J.P. Morgan’s values and a drive for excellence.
Nice to have
- Experience in wholesaling (internal or external) is preferred.
- Client relationship management in an institutional or advisory setting.
- Innovation mindset and adaptability to change.
- Emotional intelligence and strong interpersonal skills.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that’s best for them.
As a Client Advisor in the Chase Wealth Management Channel, you will cover the Ohio and Michigan, focused exclusively on Private Client Advisors and local field leaders at CWM. You will lead an Integrated Client Team to deliver J.P. Morgan’s investment solutions—including ETFs, mutual funds, separately managed accounts, and alternatives—while communicating our market views and portfolio insights. You will build lasting client relationships, act as a trusted solutions provider, and collaborate closely with internal partners to drive success.
Job Responsibilities:
Lead and expand relationships with Regional Directors of Wealth, Market Directors of Wealth, and Private Client Advisors.
Deliver consultative investment solutions, positioning ETFs, mutual funds, separately managed accounts, and alternative investments to increase assets under management.
Communicate J.P. Morgan’s perspectives on markets, retirement, and portfolio construction through established programs and thought leadership.
Build and maintain trust with clients, serving as the primary point of contact and advocate for their needs.
Collaborate with the Integrated Client Team and internal partners to deliver seamless client service and drive strategic initiatives.
Demonstrate a solutions-oriented, consultative approach to client engagement.
Organize and lead client meetings, presentations, and events within the territory.
Manage time and resources efficiently, ensuring effective coverage and support for all clients.
Uphold J.P. Morgan’s values of integrity, excellence, and partnership in all interactions.
Travel regularly within the assigned territory to meet with clients and prospects.
Required qualifications, capabilities and skills:
Bachelor’s degree required.
Series 7 & 63 securities licenses.
Proven experience in client relationship management.
Strong communication, presentation, and interpersonal skills.
Demonstrated ability to work collaboratively within a team structure.
High level of professionalism, organization, and discipline.
Willingness to travel weekly within the assigned territory.
Consultative mindset with a focus on delivering client-centric solutions.
Commitment to J.P. Morgan’s values and a drive for excellence.
Preferred qualifications, capabilities and skills:
Experience in wholesaling (internal or external) is preferred.
Client relationship management in an institutional or advisory setting.
Innovation mindset and adaptability to change.
Emotional intelligence and strong interpersonal skills.
Additional Information:
This role requires regular travel within Ohio and Michigan.
Company
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