Asset Management, Global Liquidity, Internal Client Advisor - Analyst
J.P. Morgan Asset Management (JPMAM): A leading asset manager for institutions, individuals and financial intermediaries, worldwide. The Global Liquidity Sales Team provides customized fixed income solutions for treasury departments of domestic & multinational corporations, insurance & healthcare companies, state and local governments, not for profit organizations, pension funds, colleges & universities, financial institutions & intermediaries and various other client types. Our global investment management solutions are delivered to our clients through commingled funds as well as customized managed portfolios across some 11 currencies.
Your primary role as an Asset Management, Global Liquidity, Internal Client Advisor is to partner with 2-3 Client Advisors (CA) in covering their defined territories to prospect, close business, and promote JPMorgan Global Liquidity to institutional and intermediary clients. You will be a member of the internal sales team, working to achieve the goals of the global sales team. You should be self-starter who have a strong desire to succeed and to achieve goals in a consistent and timely manner.
Job responsibilities:
- Partner with 2-3 Client Advisors to identify and develop new business opportunities with clients/prospects as well as assist with territory management.
- Identify and pursue cross-selling opportunities with existing clients as well as generate new prospect referrals.
- Cultivate and manage client relationships, by responding to client inquiries, providing ongoing communication with clients/prospects, and developing a full view of each client's business and investment needs.
- Deliver \"the best of the firm\" to key clients, through value-add tools/support, product information and updates, as well as unique JPM market insights.
- Coordinate with the Global Liquidity Client Services team to ensure efficient onboarding and execution of KYC/AML processes.
- Ensure cross-team cooperation by identifying and promoting best practices with Client Advisors as well as the wider global sales team.
- Proactively cite opportunities for process improvement and procedural efficiencies.
- Develop and strengthen relationships with internal bank partners, portfolio managers, client portfolio managers and client service/operations.
- Represent Global Liquidity at client/industry events and partner with Marketing/Events teams on key client initiatives.
Required qualifications, capabilities and skills:
- At least some financial services experience and/or directly related sales experience
- Proven results in client relationship management and/or sales teams
- Demonstrates a drive for achievement and compels others to strive for excellence.
- Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace
- Track record of collaboration and partnership across multiple internal teams
- Demonstrates knowledge on fixed income investment products.
- Capacity to build relationships across entire organization and with business partners across the firm.
- Excellent written and verbal communication skills.
- Ability to multi-task and manage competing demands from multiple stakeholders
- Bachelor degree required
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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.
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion