Asset Management - Global Liquidity - Internal Client Advisor - Associate

Posted 6 Hours Ago
Be an Early Applicant
Amsterdam
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Internal Client Advisor will partner with Client Advisors to develop new business opportunities, cross-sell to existing clients, and manage client relationships. Responsibilities include onboarding processes, promoting best practices, and strengthening relationships with internal partners. Required qualifications include client relationship management experience, drive for achievement, industry knowledge, collaboration skills, and multilingual proficiency. The role requires a Bachelor's degree and 3+ years of financial services or sales experience.
Summary Generated by Built In

Job Description
Join J.P. Morgan Asset Management (JPMAM), a global leader in providing customized fixed income solutions to a diverse range of clients. As a member of the Global Liquidity Sales Team, you'll partner with Client Advisors to prospect and close business, promoting JPMorgan Global Liquidity to institutional and intermediary clients. This role is an opportunity for self-starters with a strong desire to succeed and consistently achieve goals.
As an Asset Management - Global Liquidity - Internal Client Advisor - Associate within J.P. Morgan Asset Management, you will partner with 2-3 Client Advisors to identify and develop new business opportunities. You will be a key player in managing client relationships, responding to inquiries, and providing ongoing communication. Your role will also involve identifying cross-selling opportunities and generating new prospect referrals. You will work closely with the Global Liquidity Client Services team to ensure efficient onboarding and execution of KYC/AML processes. Your proactive approach will be crucial in citing opportunities for process improvement and procedural efficiencies. This role provides an excellent opportunity to develop and strengthen relationships across the organization and with business partners across the firm.
Job Responsibilities:

  • Partner with 2-3 Client Advisors to identify and develop new business opportunities with clients/prospects as well as assist with territory management.
  • Identify and pursue cross-selling opportunities with existing clients as well as generate new prospect referrals.
  • Cultivate and manage client relationships, by responding to client inquiries, providing ongoing communication with clients/prospects, and developing a full view of each client's business and investment needs.
  • Deliver \"the best of the firm\" to key clients, through value-add tools/support, product information and updates, as well as unique JPM market insights.
  • Coordinate with the Global Liquidity Client Services team to ensure efficient onboarding and execution of KYC/AML processes.
  • Ensure cross-team cooperation by identifying and promoting best practices with Client Advisors as well as the wider global sales team.
  • Proactively cite opportunities for process improvement and procedural efficiencies.
  • Develop and strengthen relationships with internal bank partners, portfolio managers, client portfolio managers and client service/operations.


Required Qualifications, Capabilities and Skills:

  • Proven results in client relationship management and/or sales teams
  • Demonstrates a drive for achievement and compels others to strive for excellence.
  • Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace
  • Track record of collaboration and partnership across multiple internal teams
  • Demonstrates knowledge on fixed income investment products.
  • Capacity to build relationships across entire organization and with business partners across the firm.
  • Excellent written and verbal communication skills.
  • Ability to multi-task and manage competing demands from multiple stakeholders
  • Education: Bachelor degree required
  • Experience: 3+ year's financial services experience and/or directly related sales experience
  • Languages: French, German and Dutch fluent


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 the Team is Saying

Nick S.
Lupe C.
Edwin T.
Dawn T.
Meng M.
The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

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.

Gallery

Gallery
Gallery
Gallery
Gallery
Gallery
Gallery

JPMorganChase Teams

Team
Product + Tech
About our Teams

JPMorganChase Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
Company Office Image
HQNew York, NY
GB
SG
Bengaluru, Karnataka
Bournemouth, GB
Brooklyn, NY
Buenos Aires, Avaya
Chicago, IL
Dallas, TX
Dublin, IE
Houston, TX
Hyderabad, Telangana
London, GB
Mumbai, Maharashtra
Philadelphia, PA
San Francisco, CA
Tampa, FL
Westerville, OH
Wilmington, DE
Learn more

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account