Asset Management - Internal Client Advisor - Associate

Location: Chicago, IL, United States

Job Family: Client Service

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus. The Asset Management - Internal Client Advisor - Associate role in our Chicago office offers an exciting opportunity to join a dynamic sales team dedicated to delivering exceptional value to internal clients. As an Associate, you will play a pivotal role in advising internal stakeholders on asset management strategies, leveraging JP Morgan's world-class investment expertise to support broader organizational goals. This position is ideal for professionals passionate about financial services, client service, and contributing to one of the industry's most respected institutions. In this client-facing role, you will act as a trusted advisor, collaborating closely with internal teams to understand their investment needs and craft bespoke solutions using JP Morgan's diverse portfolio of products, including mutual funds, ETFs, and alternative investments. Your day-to-day responsibilities will include conducting in-depth portfolio reviews, presenting market insights derived from our proprietary research, and ensuring seamless execution of advisory recommendations. You will navigate complex financial landscapes, balancing risk and return to align with client objectives while adhering to the highest standards of compliance and ethics upheld by JP Morgan Chase. We foster a collaborative culture where your contributions directly impact client success and firm growth. With access to cutting-edge tools, ongoing training, and mentorship from senior leaders, this role provides a platform for professional advancement within our Asset Management division. Located in the heart of Chicago's vibrant financial district, you will thrive in a supportive environment that values diversity, innovation, and work-life balance. Join JP Morgan Chase and help shape the future of asset management for internal clients worldwide.

Key Responsibilities

• Serve as the primary point of contact for internal clients, providing tailored asset management advice and solutions
• Collaborate with portfolio managers and investment teams to develop customized investment strategies aligned with client goals
• Conduct regular client meetings, presentations, and reviews to ensure satisfaction and identify opportunities for growth
• Analyze client portfolios, market conditions, and performance metrics to recommend adjustments and enhancements
• Build and maintain strong relationships with internal stakeholders across JP Morgan Chase divisions
• Support business development efforts by identifying cross-selling opportunities for JP Morgan's full suite of financial products
• Ensure compliance with regulatory requirements, including FINRA and SEC guidelines, in all client interactions
• Prepare detailed reports and documentation on client accounts, performance, and advisory activities
• Participate in team initiatives to enhance client service delivery and operational efficiency
• Stay abreast of industry trends, economic developments, and JP Morgan's proprietary research to inform client advice

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 3 years of experience in asset management, financial advisory, or client-facing roles within the financial services industry
• Series 7 and Series 66 licenses (or equivalent FINRA registrations)
• Strong understanding of investment products, portfolio management, and market trends
• Proven track record of building and maintaining client relationships in a high-net-worth or institutional environment
• Excellent communication and presentation skills with the ability to articulate complex financial concepts
• Ability to work in a fast-paced, collaborative team environment

Preferred Qualifications

• Advanced degree such as MBA or CFA designation
• Experience working with internal clients or within a large financial institution like JP Morgan Chase
• Knowledge of JP Morgan's asset management platforms and investment strategies
• Bilingual proficiency in English and Spanish or another language to serve diverse client bases
• Prior experience in sales or business development within asset management

Required Skills

• Financial analysis and portfolio evaluation
• Investment product knowledge (equities, fixed income, alternatives)
• Client relationship management
• Sales and negotiation techniques
• Regulatory compliance (FINRA, SEC)
• Data interpretation and reporting tools (e.g., Bloomberg, Morningstar)
• Presentation and public speaking
• Problem-solving and critical thinking
• Team collaboration and leadership
• Time management and prioritization
• Market research and economic analysis
• CRM software proficiency (e.g., Salesforce)
• Risk assessment and mitigation
• Active listening and empathy
• Adaptability to changing market conditions

Benefits

• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to internal training at JP Morgan Chase University
• Employee stock purchase plan and performance-based bonuses
• Wellness programs with gym memberships, mental health support, and fitness reimbursements
• Flexible work arrangements, including hybrid options in Chicago
• Community involvement opportunities through JP Morgan Chase's philanthropy initiatives

JP Morgan Chase is an equal opportunity employer.