20 beste Stellen als wealth solution in zürich, zh – aktuell auf Personalsuche

The Swiss based institutional client advisor team has a need for a sales support. The preferred candidate will be required to work closely with the client advisors to help build and sustain client relationships within the institutional business of JPMAM. The group is responsible for offering advice on all JPMAM strategies (segregated mandates and pooled funds). The target market includes the largest pension funds and insurance companies headquartered in Switzerland. The 50% work time should be 2.5 days each week in the office (except for vacation or exams periods).

Job responsibilities:

Partner with client advisors to support all facets of the sales and business development process
Assist the sales team in maintaining prospect and client databases, ensure that critical client information is stored in the CRM Tool and kept up to date
Coordinate with product teams on client presentations, portfolio reviews and ongoing relationship management efforts
Partner with local marketing team on client events
Understand the regulatory and compliance framework, including Know Your Client (KYC) requirements
Support the team in the Request For Proposal (RFP) Process
General ad-hoc admin support for the sales team

Required qualifications, capabilities and skills:

Interest in Asset Management industry and investment funds
Languages – Fluency in German or French and English is absolutely necessary; 2nd national language would be an asset
Self-starting team player, highly motivated and hardworking
Eager to learn and proactive in identifying areas where support is needed
Strong communication skills
Software and database skills – Proficiency in Microsoft applications, especially Excel and PowerPoint
Experience in a client-servicing role

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.

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