Asset Management - Internal Client Advisor

Are you a highly motivated individual with a passion for financial management? Are you looking for an opportunity to utilize your expertise and knowledge in a dynamic and challenging environment? Look no further, as J.P. Morgan Chase & Co. is seeking an experienced Internal Client Advisor to join our Asset Management team. As an Internal Client Advisor, you will work closely with our internal clients to provide tailored investment solutions and ensure efficient portfolio management. Your expertise in financial analysis, risk management, and client relationship management will be instrumental in driving the success of our organization. To excel in this role, you must possess a deep understanding of the financial industry, exceptional communication and interpersonal skills, and a commitment to delivering exceptional client service. If you are ready to take your career to the next level and join a leading global financial institution, we encourage you to apply for this exciting opportunity.

1. Develop and maintain strong relationships with internal clients to understand their investment needs and provide tailored solutions.
2. Conduct thorough financial analysis and risk assessments to identify suitable investment options for clients.
3. Collaborate with other team members and departments to ensure efficient portfolio management and timely execution of investment decisions.
4. Stay updated on market trends, economic conditions, and regulatory changes to provide informed investment advice to clients.
5. Act as a subject matter expert in financial management and investment products, providing guidance and support to internal clients.
6. Proactively identify new business opportunities and work towards expanding the client base.
7. Provide exceptional client service by addressing inquiries and concerns in a timely and professional manner.
8. Prepare and deliver presentations to internal clients on investment strategies, performance, and market updates.
9. Monitor and report on the performance of client portfolios, making necessary adjustments to ensure goals and objectives are met.
10. Maintain accurate and detailed records of client interactions and investment decisions.
11. Adhere to all company policies, procedures, and regulations, ensuring compliance and mitigating risk.
12. Continuously develop and enhance skills and knowledge in financial management and investment products through training and professional development opportunities.

According to JobzMall, the average salary range for a Asset Management - Internal Client Advisor in New York, NY, USA is $70,000 - $120,000 per year. This range can vary depending on factors such as experience, company, and specific job responsibilities.

JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is ranked by S&P Global as the largest bank in the United States and the sixth largest bank in the world by total assets, with total assets of US$2.687 trillion.