Asset Management Institutional Sales Support Associate Zurich
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Job Location:
Zürich - Switzerland
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Job Description:
Asset Management - Institutional Sales Support Switzerland - Associate (Zurich)
J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management. Its clients include institutions high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities fixed income alternatives multi-asset and money market funds. For individual investors the business also provides retirement products and services brokerage and banking services including trusts and estates loans mortgages and deposits.
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.
The Role
The Swiss-based institutional client advisor team has a need for a sales support associate. This is an integral role within the institutional sales business. The preferred candidate will be required to work closely with the senior client advisors to help build and sustain client relationships within the institutional business of JPMorgan Asset Management (JPMAM). The group is responsible for the distribution of all JPMAM products (segregated solutions Alternatives pooled funds etc). The target market includes the largest pension funds insurance companies and foundations headquartered in Switzerland.
Key Responsibilities will include:
- Partner with client advisors to support all facets of the sales and business development process
- Help identify new business opportunities and upcoming product searches
- Conduct market research and market intelligence to support business development and client engagement
- Assist the sales team in maintaining prospect and client databases ensure that critical client information is stored and updated in the CRM Tool
- Support Senior Client Advisors throughout the manager selection process including RFI RFP and beauty contests; coordinate the end-to-end process from initial screening to distribution and follow-up
- Coordinate with product teams on client presentations portfolio reviews and ongoing relationship management efforts
- Respond to client requests and manage client communications efforts to promote continuous sales dialogue and build client relationships
- Partner with marketing team on new product launch initiatives and client events
- Interaction with finance department
- Provide coverage and support for senior sales colleagues ensuring continuity of client service during absences
- Understand the regulatory and compliance framework including Know Your Client (KYC) requirements
- Provide coverage and support for senior sales colleagues ensuring continuity of client service during absences
- Lead train and mentor working students including recruitment and ongoing guidance
Qualifications & Experience Required:
A degree from a university or university of applied sciences (Fachhochschule) is expected
Excellent written and verbal communication skills in German and English is required; French is a plus
Interest and understanding of Asset Management industry and investment funds
Self-starting team player hardworking and eager to learn
High grade on flexibility and capability to work under with a keen eye for detail
Must be comfortable initiating projects and working under limited direction
Strong communication skills
Analytical skills - The ability to quantitatively analyse JPMAMs and the competitions products/performance
Software and database skills - Proficiency in Microsoft applications especially Excel and PowerPoint
Eager to learn the client on-boarding & operational processes.
Required Experience:
IC
Key Skills
- Portfolio Management
- Wealth Management
- Financial Services
- Hybris
- Microsoft Word
- Banking
- Cash Management
- Data Management
- Microsoft Powerpoint
- Securities Law
- Microsoft Excel
- Internet Of Things
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
