Asset Management - Institutional Sales Support - Associate - Zurich

Job Description

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
• 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 JPMAM's and the competition's products/performance

• Software and database skills - Proficiency in Microsoft applications, especially Excel and PowerPoint

• Eager to learn the client on-boarding & operational processes.

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.

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.​