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Asset Management - Client Advisor

Detalles de la oferta

**Responsibilities**- Prospect new clients, identifying needs, trends, and opportunities- Manage existing clients, focusing on understanding their objectives and delivering investment solutions- Understand investment strategies and products, including ETFs, commingled vehicles and managed accounts- Own the whole sales cycle, from marketing to closing and executing- Collaborate with client service, product, operations, technology, risk, credit, legal and other teams to optimize product and service delivery- Maintain market intelligence of the global and local asset management industries**Required Experience and Qualifications- 3-5 years of relevant experience in sales, financial markets, or asset management- Thorough knowledge of investment products, including Mutual Funds and ETFs- Strong presentation, selling, and negotiation skills- Effective communicator, talks in a clear, concise and unambiguous manner- Fluent in English and Spanish- Superior multi-tasking; strong organizational skills and attention to detail- Self-motivated; strong initiative, energy and confidence in completing projects with limited supervision; intra-preneurial mindset to build a business- CFA, MBA, or MSc are a plusJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.


Salario Nominal: A convenir

Fuente: Jobtome_Ppc

Requisitos

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