AM - Subadvisory Client Advisor - West Coast

Job description

J.P. Morgan Global Funds Management Global Funds Management oversees the delivery of JPMorgan Funds to individual and institutional investors around the world through regionally-based fund complexes operating in the Americas, Asia-Pacific and Europe. Its funds span the complete spectrum of investment strategies, including equity, multi-asset, fixed income, currency, real estate, hedge funds and private equity. Funds are primarily offered to investors through third-party distributors, such as Financial Advisors in the U.S., but also directly to retail investors in a few markets like Taiwan. With $443 billion in assets under management (as of Dec. 31, 2014), J.P. Morgan"s funds family is the seventh-largest fund complex in the world, and ranks among the Top 10-largest in the three regions where it does business. For the past two years (2013 and 2014), it has also had the distinction of leading the entire global mutual industry in terms of actively managed, long-term net flows. It is also one of the leading cash managers, globally. JPMorgan U.S. Funds Management is the third party distribution business of JPMorgan Asset Management, with $256bn in assets under management. The business serves financial intermediary clients such as broker dealers, insurance companies, wealth management firms, registered investment advisors, banks and asset managers and offers asset management products for their underlying clients (i.e. retail investors, retirement plans, and other institutional investors). JPMorgan Funds Management provides diversified investment solutions across different asset classes, market capitalizations, and investment vehicles Role Description: JPMorgan Asset Management (JPMAM) seeks a client advisor to provide field sales coverage to key subadvisory clients, primarily insurance companies. The Client Advisor will work with insurance company sales representatives to sell insurance products where JPMAM investment capabilities are embedded. The client advisor will also be responsible for presenting JPMAM"s value added services such as the Market Insights Series. The job requires the ability to establish credibility and to build rapport with clients as a regional spokesperson of the firm and to promote JPMAM"s investment strategies in an effort to increase assets under management. A high level of professionalism and diligence in meeting client expectations will be essential to increasing the quantity and quality of effective partnerships. Extensive travel is required. This position will be based in California.

Desired profile

Role Qualifications: 3-5 years of work experience within the financial services industryStrong presentation, verbal and written communication skillsSelf-motivated, enthusiastic, and organizedExcellent listening skills as well as the ability to identify opportunities and suggest creative solutionsPossess understanding of investment fundamentals (capital markets, principles of portfolio management, and asset management performance analysis) Required:Series 7 and Series 63 Ideal Past Experience: Experience managing client relationships, delivering investment presentations, wholesaling investment strategies, and/or providing investment-related advice and guidance to financial professionals Other Preferred Skills: Broad knowledge of JPMorgan Asset Management investment capabilities Knowledge of mutual funds, variable annuities, retirement investment products, and managed accounts.