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CIB – Sales Support Analyst/Associate – Taiwan

Req #: 170119925
Location: Taipei, TPE, TW
Job Category: Sales/Trading/Research
Potential Referral Amount: 15000 New Taiwan Dollar (TWD)
About J.P. Morgan Chase & Co.
 
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.
 
About J.P. Morgan’s Corporate & Investment Bank
 
J.P. Morgan’s Corporate & Investment Bank is a global leader across banking, markets and i world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With nearly $20 trillion of assets under custody, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 
 
                                   
About J.P. Morgan Investor Services
 
J.P. Morgan Investor Services combines global prime brokerage, financing, custody & fund services, depositary receipts, securities lending, clearing and collateral management under a common umbrella.  These businesses occupy top-tier competitive positions; the combination provides an expanded, integrated and best-in-class suite of end-to-end capabilities.  Investor Services employs more than 13,000 people around the world and generates more than $6 billion in annual revenue.
                                                                                                                                                     
J.P. Morgan is the only financial services firm able to offer the full range of these services, the depth of global expertise, the leading technology infrastructure, and the ability to sustain investment to enhance the products and tools sophisticated investors need to succeed in the future.
 
Core responsibilities:
  • Assist the Taiwan Sales and Relationship Management team to build KYC profile for new account opening and/or existing account renewal which involves close communication with client, Sales and internal KYC supporting units; monitor KYC timeline and follow compliance/KYC advice
  • Liaise with the Taiwan Sales and Relationship Management team and other stakeholders to effectively manage daily sales/relationship management activities, industry research, and bespoke projects.
  • Facilitate periodic management review along with Sales Head
  • Assist the preparation of sales presentations, response to clients’ Request for Proposals/Information and client event planning
  • Assist client account planning, segment strategy and industry / wallet market sizing
  • Manage the sales pipeline / regional projects via frequent communication with Sales and business managers
  • Act as a liaison across the Investor Services organization regionally/globally as well as with cross line of business partners
  • Back up support on administrative works

 

  • Team player but also be able to work independently (self-starter)
  • Strategic thinking with strong analytical (statistical analysis) and research skills
  • Detail orientated
  • Strong interpersonal and communication skills
  • Strong Microsoft office skills
  • Demonstrated project management skills, including the ability to juggle multiple deliverables
  • Fluent in speaking, reading/writing of both English and traditional Chinese

 

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