Asset Management – Internal Client Advisor – Associate
| Company | JP Morgan Chase |
|---|---|
| Location | Columbus, OH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior, Mid Level |
Requirements
- 2+ years financial sales experience, experience selling over the phone needed
- Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
- Capacity to build relationships across entire organization and with our partner firms (strength managing relationships)
- Familiarity with financial markets, market terminology, capital markets history and economic indicators, along with equity, fixed income, international, emerging markets, currency and alternative asset classes.
- Excellent written and verbal communication skills
- Ability to effectively leverage our global resources
- SIE, Series 7, Series 63
Responsibilities
- Share insights around financial markets
- Help construct investment portfolios
- Provide specific investment solutions based on client needs
Preferred Qualifications
-
No preferred qualifications provided.