Asset Management, Wholesale, Sales Support Associate (all genders) at JPMC Candidate Experience page

Zurich, Zurich, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

20 Sep, 26

Salary

0.0

Posted On

22 Jun, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Sales Support, MS Office, LLM AI Tools, Morningstar, Competitive Analysis, Time Management, Organizational Skills, Project Management, German Fluency, English Fluency, Compliance and Controls

Industry

Financial Services

Description

Join us, a leading Asset Manager, as a highly motivated Sales Support in the Distribution sales team - this is an excellent opportunity to grow your career and acquire additional knowledge of the asset management business and financial industry at one of the leading financial services institutions. As an Asset Management, Distribution, Sales Support (all genders) within our German Distribution team, you will primarily focus on bolstering our German funds business with distribution clients. Your responsibilities will include closely collaborating with Distribution Client Advisors to provide exceptional service to our clients, coordinating client meetings and calls, and managing client relationships. Additionally, you will oversee tasks for working students, coordination of activities with Infinity Pools and custodian banks and ensure effective compliance and controls within your area of responsibility, fostering a positive attitude towards compliance and controls. Job Responsibilities: * Collaborate closely with internal and external Distribution Client Advisors, mainly in the IFA team to deliver outstanding service to our clients. * Support the sales team by coordinating client meetings, -calls and internal meetings. * Engage in client contact and relationship management. * Source and prepare responses for clients’ ad-hoc questions or reporting requests. * Communicate and coordinate with other local and global teams. * Coordinate tasks for working students. * Coordination of activities with Infinity Pools and custodian banks. * Conduct competitive analysis for client portfolios via Morningstar * Ensure effective compliance and controls within your area of responsibility and promote a positive attitude towards compliance and controls. Required qualifications, capabilities and skills: * A degree in economics, business administration, or a related field with an interest in pursuing a CFA or other industry qualifications in the future. * Ability to work independently as well as collaboratively within a team. * Capability to build and maintain effective relationships with internal and external partners in a team environment. * Proficiency in MS Office, along with experience in utilizing LLM AI tools. * Excellent organizational and time management skills, with a keen attention to detail and a strong commitment to accuracy. * Eagerness to develop an entrepreneurial mindset and project management skills. * Fluency in both German and English. * A strong team player with a focus on organization, time management, and efficiency. * Exceptionally flexible and able to perform with a keen attention to detail in a dynamic team environment. * Service- and client-oriented, proactive, self-reliant, and communicative. Preferred qualifications, capabilities and skills: * Familiarity with the Asset Management industry and investment funds is an advantage 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 [https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about requesting an accommodation. 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.

Responsibilities

The role involves supporting the German Distribution sales team by coordinating client meetings, managing relationships, and preparing reporting requests. Additionally, the associate will oversee working students and ensure strict adherence to compliance and control standards.