Sales Support Institutional Clients - Asset Management - Part time job

☞ JPMorgan Chase Bank, N.A.

Aussicht: 146

Update Tag: 24-04-2024

Ort: Zürich Zürich ZH

Kategorie: Recht / Verträge Der Umsatz Teilzeit

Industrie: Finance

Jobtyp: Temps partiel, CDI

Loading ...

Jobinhalt

The group is responsible for offering advice on all JPMAM strategies (segregated mandates and pooled funds). The target market includes the largest pension funds and insurance companies headquartered in Switzerland.

The 40-50% work time should be 2-2.5 days each week in the office / home office (except for vacation or exams periods).

Key responsibilities will include:


  • Partner with client advisors to support all facets of the sales and business development process
  • Assist the sales team in maintaining prospect and client databases, ensure that critical client information is stored in the CRM Tool and kept up to date
  • Coordinate with product teams on client presentations, portfolio reviews and ongoing relationship management efforts
  • Partner with local marketing team on client events
  • General ad-hoc admin support for the sales team
  • Understand the regulatory and compliance framework, including Know Your Client (KYC) requirements
  • Support the team in the Request For Proposal (RFP) Process

Qualifications:
  • Interest in Asset Management industry and investment funds
  • Languages - Fluency in German and English is absolutely necessary; French would be an asset
  • Self-starting team player, hardworking and eager to learn
  • Analytical skills - The ability to quantitatively analyze JPMAM’s and the competition’s products/performance
  • Strong communication skills
  • Software and database skills - Proficiency in Microsoft applications, especially Excel and PowerPoint
  • Experience in a client-servicing role would be an asset

We would see this vacancy as a great entry level opportunity within our institutional business providing an ideal platform for students keen the get more insights on the Asset Management business.

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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

Loading ...
Loading ...

Frist: 08-06-2024

Klicken Sie hier, um sich für einen kostenlosen Kandidaten zu bewerben

Anwenden

Job melden
Loading ...
Loading ...

ÄHNLICHE ARBEITEN

Loading ...
Loading ...