The Asset Management Sales team, part of the EMEA FIG Sales coverage, focuses on managing client relationships and building new business with Financial Institutions and Non-Bank Financial Institutions in Europe. The team works closely with other business lines to manage bank-wide client relationships, catering to the evolving needs of the Asset Management industry. Given the growth of the Asset Management sector across Europe, J.P. Morgan Payments aims to support their complex treasury needs and continue promoting growth in this segment.
As a Sales Associate in the EMEA Asset Management Payments Team, you will report to the Head of Asset Management & Real Estate Payments Sales in the region. You will support a portfolio of existing clients and play an instrumental part in the sales process for attracting new target clients. You will collaborate across J.P. Morgan to optimize product and service delivery while developing, maintaining, and enhancing client relationships. You will gain an in-depth understanding of the asset management sector.
Job Responsibilities
- Share in the team's responsibility for growing revenue, profitability and developing client relationships; Act as TSM’s (Treasury Sales Manager) back-up in the relationship management of existing clients.
- Support TSM in the preparation of proposals and presentations for existing clients and prospective customers; Support TSM with preparing deal submissions for governance committees and deal pipeline meetings with Senior Management.
- Support TSM in end-to-end service delivery to clients including managing the on-boarding and account opening (implementation) process from start to finish
- Take ownership of managing and regularly updating the deal pipeline for the team; Ensure the timely logging of all client meeting memos in the appropriate CRM tool.
- Support TSM in KYC/AML responsibilities including on KYC renewals and management of the compliance enquiry process with clients
- Support TSM in analysing client activity versus expectations, monitor client performance and provide business reporting
- Assume ownership for regularly reviewing and submitting client pricing requests (including credit/debit interest and cash management fees)
- Partner with Client Service, Compliance, Credit, Legal, Operations, Product, Risk and other functions including Senior Bankers to build and implement effective client solutions. Support team members and the Franchise Head with organizing client forums and hospitality events
- Develop the skill set and professional network required to assume responsibility for their own portfolio of clients in the longer term
- Maintain high standards of performance and share best practices with Sales Associate peers and other TSMs. Raise and escalate business issues such as risk, legal, and compliance
- Remain intellectually curious in terms of innovative payments technology and industry trends and keeping abreast of the evolving regulatory environment.
Required Qualifications, Capabilities, and Skills
- Intellectual ability and desire to develop client and technical skills to ultimately assume a TSM role in the long term
- Strong interpersonal skills and sales/relationship management experience
- Organized, independent, and disciplined with the ability to handle multiple priorities and to act with own initiative
- Ambitious, driven and a "can-do" attitude with focus on delivery and execution
- Keen eye for detail, meticulous in approach
- Strong sense of personal accountability and ownership for everything we do for our clients, including ensuring we always do the right thing by the client
- Experience working across cultures with internal teams and external clients.
Preferred Qualifications, Capabilities, and Skills
- Bachelor’s degree or equivalent in Finance, Banking, or a related field.
- Experience working in Treasury / Cash Management or Treasury/Cash Management Sales at a Financial Institution
- Awareness of how Asset Management clients / funds operate
