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AM - Analyst Institutional Sales - Analyst (m/f), Frankfurt

Req #: 180032090
Location: Frankfurt, HE, DE
Job Category: Sales/Trading/Research
Potential Referral Amount: 3500 Euro (EUR)

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.4 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

J.P. Morgan Asset & Wealth Management is made up of the Asset Management and Wealth Management

J.P. Morgan Asset & Wealth Management advises institutions, endowments, foundations and families through Asset Management and Wealth Management. Our Wealth Management business includes J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management.

 

BRIEF SUMMARY OF PRINCIPAL RESPONSIBILITIES:

  • Work in close partnership with Client Advisor to provide excellent service to our clients
  • Assist the sales team in coordinating client meetings, preparing sales presentation booklets and meeting documents for client presentations, etc.
  • Coordination of rfp requests with relevant teams
  • Source and prepare responses for clients’ ad-hoc questions or reporting requests
  • Arranging client meetings/events/calls
  • 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
  • Maintain mailing lists and organize mailings in interaction with marketing
  • Update client presentations
  • Interaction with finance department
  • Handling, processing of daily correspondence in English and German
  • Ensure that all business within our client base is handled correctly, take care of regulatory required documentation
  • In addition in carrying out responsibilities and duties, the job holder ensures effective compliance and controls in own area and promotes a positive attitude to compliance and controls

SPECIFIC REQUIRED SKILLS, COMPETENCIES, EXPERIENCE:

 

Professional Profile:

  • Understanding of Asset Management industry and investment funds
  • Initial understanding and strong interest in the investment requirements of institutional clients
  • Initial understanding of several regulations which impacts the investment behavior of inst. clients
  • Excellent verbal and written communication skills in German and English
  • Excellent Microsoft Office (Outlook/Excel/Word/Power Point) skills
  • Good personal awareness of business risks and how to minimise them (e.g. ethical, reputational, regulatory/compliance etc.)
  • Strong service orientation towards our clients

Personal Profile:

  • Degree in business administration or economics
  • Strong team-player with a focus on organisation, time-management and efficiency
  • High grade on flexibility and capability to work under pressure alongside attention to detail
  • Service- and client-oriented, proactive, self-dependent and communicative

This role encompasses the performance of UK regulated activity. The successful candidate will therefore be subject to meeting UK regulatory requirements in the assessment of fitness, propriety, knowledge and competence (as assessed by the Firm) and (where appropriate) approval by the UK Financial Conduct Authority and/or the Prudential Regulation Authority to carry out such activities.

 

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.4 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

 

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.

 

JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.

 

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