EMEA Asset Management - Sales Support - Paris

Posted 10 Hours Ago
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Paris, Île-de-France
Entry level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As a Sales Support, you will assist Client Advisors in preparing for client meetings, respond to client queries, coordinate answers for RFPs, monitor team activity, maintain client databases, and support both sales and marketing initiatives.
Summary Generated by Built In

Job Description
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.
As a Sales Support you will provide support to the Client Advisors in the preparation of client meetings, deliver a high-end service to clients through diligent and accurate responses to their queries and coordinate answers to Request For Proposal (RFP) with our London-based team.
Responsibilities:

  • Provide support to the Client Advisors in the preparation of client meetings (presentations, product factsheets, etc.) and follow up subsequent client queries (additional information, additional servicing)
  • Deliver a high-end service to clients through diligent and accurate responses to their queries e.g. requests for reporting, presentations or product management commentaries
  • Coordinate answers to Request For Proposal (RFP) with our London-based team
  • Monitor operational and financial indicators of the activity of the team
  • Contribute to the maintenance and enhancement of the client database tool
  • Support the Client Advisors in the search for information about the market, products, competitors and client news
  • Client activity monitoring from account opening to dealing follow-up
  • Support Client Advisors to create Sales Due Diligence Questionnaires for new clients and refresh SDDQs for the periodic KYC/AML refresh
  • Contribute to the distribution agreement negotiation process and monitor the good implementation of agreed conditions (via internal tools)
  • Partner with marketing team on new product and insights campaigns


Required Qualifications, Capabilities and Skills:

  • Master II degree in Finance
  • Advanced knowledge in Excel, VBA, and others
  • Excellent written and verbal communication skills in French & English
  • Some experience within the financial industry, preferably in Asset Management
  • Ability to prioritize, multi-task and manage competing demands from multiple stakeholders.
  • Track record of collaboration and partnership across multiple internal teams


Preferred Qualifications, Capabilities and Skills:

  • CFA certification or equivalent
  • Knowledge in client on-boarding & operational processes


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.

Top Skills

Excel
VBA

What the Team is Saying

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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.

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