Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
As a Sales Support you will provide support to the Client Advisors in the preparation of client meetings, deliver a high-end service to clients through diligent and accurate responses to their queries and coordinate answers to Request For Proposal (RFP) with our London-based team.
Responsibilities:
- Provide support to the Client Advisors in the preparation of client meetings (presentations, product factsheets, etc.) and follow up subsequent client queries (additional information, additional servicing)
- Deliver a high-end service to clients through diligent and accurate responses to their queries e.g. requests for reporting, presentations or product management commentaries
- Coordinate answers to Request For Proposal (RFP) with our London-based team
- Monitor operational and financial indicators of the activity of the team
- Contribute to the maintenance and enhancement of the client database tool
- Support the Client Advisors in the search for information about the market, products, competitors and client news
- Client activity monitoring from account opening to dealing follow-up
- Support Client Advisors to create Sales Due Diligence Questionnaires for new clients and refresh SDDQs for the periodic KYC/AML refresh
- Contribute to the distribution agreement negotiation process and monitor the good implementation of agreed conditions (via internal tools)
- Partner with marketing team on new product and insights campaigns
Required Qualifications, Capabilities and Skills:
- Master II degree in Finance
- Advanced knowledge in Excel, VBA, and others
- Excellent written and verbal communication skills in French & English
- Some experience within the financial industry, preferably in Asset Management
- Ability to prioritize, multi-task and manage competing demands from multiple stakeholders.
- Track record of collaboration and partnership across multiple internal teams
Preferred Qualifications, Capabilities and Skills:
- CFA certification or equivalent
- Knowledge in client on-boarding & operational processes
About us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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