Job Description
Next to establishing and maintaining a high level of service for clients across all asset classes, CAMs are responsible for developing an understanding of the unique servicing needs of their clients and championing those concerns within the context of the larger firm.
As Client Account Managers ("CAM"s) you are acting as key contact for KVGs (Kapitalverwaltungsgesellschaften), key stakeholders, and the business for all non-investment related client matters. You are responsible for ensuring a positive, solution-driven service experience for our clients throughout their relationship with JPM.
Job responsibilities
- Act as key contact and coordination for KVGs (Kapitalverwaltungsgesellschaften), key stakeholders, and the business for all service-related client matters
- Work cross functionally across a number of departments such as legal, compliance, risk, product areas and attaining "buy in" from the business to meet the clients' needs, in order to achieve a manageable solution.
- Review and negotiate Investment Management Agreements and all other legal documentation (such as futures account opening documentation etc) in conjunction with the legal department.
- Coordinate all client aspects of account opening/closing both with clients and internally (i.e. including explaining operational processes & JPM policies to clients, validating client instructions and instructing the business, ensuring all systems are correctly set up etc.)
- Partner with the Client Onboarding Management (COM) team who coordinate onboardings/transitions / strategic restructures / custody changes/ Terminations etc.
- Obtain and record Know Your Client (KYC) documentation to support Anti-money laundering responsibilities and provide to the KYC team
- Attend and present at client meetings, audit meetings & new business presentations (Might be neededoccasional business trips)
Required qualifications, capabilities, and skills
- Proven experience in a similar relationship management role ideally with exposure to an international environment (preferable at an asset manager firm)
- Good understanding of the asset management structure, instruments, and key stakeholders as well as client focused and ability to gain an in-depth understanding of clients' servicing needs
- Excellent communication skills, oral and written, both in German (native speaker) and English
- Highly accurate with good attention to detail
- Strong judgement and decision- making skills with a risk mind set
- Ability to prioritize at an advanced level
- Solid knowledge on the German financial and institutional fund industry and the relevant legal structures and regulatory requirements
Preferred qualifications, capabilities and skills
- Background in client service
- Experience of negotiating Investment management agreements
- Ability to communicate clearly and concisely, in oral and written form, with both clients and internal contacts
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.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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.
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, 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.
Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.
Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.
©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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