J.P. Morgan Funds Management
Client Advisor - Registered Investment Advisor & Bank Trust Channel - State of Texas
J.P. Morgan is a global leader in asset and wealth management services. The Asset & Wealth Management line of business serves institutional, ultra high net worth, high net worth and individual clients through its Asset Management and Wealth Management businesses. With client assets of $2.8 trillion and assets under management of $2.0 trillion, we are one of the largest asset and wealth managers in the world. (Assets as of Dec. 31, 2017.)
We seek a driven and committed External Wholesaler to join our organization's Funds Management division in the role of Client Advisor. The Client Advisor will foster relationships with RIA & Bank Trust organizations and deliver the broad-based, asset management products and services of our firm including:
This position will provide added value support in a consultative manner according to individual advisor needs for the State of Texas Territory. This includes delivering a holistic approach to asset management with the ability to leverage our extensive capabilities and significant market insights.
Examples of specific activities include:
Successful candidates will have demonstrable
Relationships with RIA and bank trust organizations and their respective advisors
This position requires
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