Regional Client Advisor - Asset Management
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-03-10
Listing for:
JPMorganChase
Full Time
position Listed on 2026-03-10
Job specializations:
-
Sales
-
Finance & Banking
Job Description & How to Apply Below
Location: New York
A leading financial institution is seeking a Regional Client Advisor to expand its client base among RIAs, Bank & Trusts, and Family Offices in New York. The role focuses on consultative sales of investment portfolios, enhancing client relationships, and communicating market insights. Candidates should possess strong interpersonal skills, be organized, and hold relevant licenses. This position offers a competitive salary package with various benefits, emphasizing a consultative approach to client service.
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