Analyst- US Funds Sales Support Client Advisor
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Job Location:
Monthly Salary:
Posted on:
16 hours ago
Vacancies:
1 Vacancy
Job Summary
You are a strategic thinker passionate about driving solutions in Sales Support and Relationship Intelligence. You have found the right team.
As a Sales Support Professional within our Asset Management Team you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment.
Job Responsibilities
- Provide integrated relationship intelligence across the client lifecycle to drive sales performance.
- Collaborate with Client Advisors financial advisors and global sales support teams to facilitate client processes.
- Coordinate with cross-functional teams to deliver holistic coverage throughout the sales cycle.
- Support all facets of sales business development relationship management and retention activities.
- Research industry trends and regulatory changes to gather market intelligence for business development.
- Assist in preparing client memos strategy materials and business review documents.
- Understand client relationships and asset allocation preferences to support client review presentations.
- Create and update client reports DDQs RFPs pitchbooks and meeting materials.
- Liaise with Client Advisors to generate portfolio insights analysis reports and investment comparisons.
- Maintain client information in internal databases and document sales activity for compliance.
- Partner with sales and marketing teams on product launches client events and market research communications.
Required qualifications capabilities and skills
- Relevant industry experience of a year minimum and market knowledge of the sales process.
- Strong quantitative and analytical skillsets including data analysis and understanding data flows.
- Understanding of Asset Management business (Investment Management Mutual Funds Managed Accounts ETFs SMAs) .
- Strong knowledge of all asset classes: Equity Fixed Income Cash Liquidity Currency Real Estate Hedge Funds Private Equity.
- Excellent written and verbal communication skills with strong interpersonal abilities.
- Proficiency in MS Office suite (Excel Word Access PowerPoint) required.
- Effective planning and time management skills to meet deadlines and changing priorities.
- Professional attitude with energy ownership and confidence to work independently.
- Ability to work both independently and in a team-based environment.
- Strong stakeholder management and relationship-building skills across global teams.
Preferred qualifications capabilities and skills
- CFA is a plus.
- Experience with Salesforce preferred.
- Advanced data analysis skills.
Experience in product launch initiatives.
Required Experience:
IC
Key Skills
- Sales Experience
- Presentation Skills
- SAAS
- Customer Service
- Google Docs
- Organizational skills
- Growing Experience
- Communication skills
- Retail Sales
- Enterprise Sales
- Medicare
- Lead Generation
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
