Asset Management - Institutional Sales Support - Associate

Job Description

Asset Management - Institutional Sales Support - Associate (Zurich)

Tasks

The main tasks include:

• Partner with client advisors to support all aspects of the sales and business development process
• Assistance in identifying new business opportunities and upcoming product research
• Conducting market research and market analysis to support business development and customer loyalty
• Supporting the sales team in maintaining prospect and customer databases to ensure that critical customer information is stored and updated in the CRM tool
• Supporting senior client advisors during the manager selection process, including RFPs, RFPs, and beauty contests; coordinating the entire process from initial evaluation to dissemination and follow-up
• Coordinate with product teams on customer presentations, portfolio reviews, and ongoing relationship management efforts
• Responding to customer inquiries and managing customer communication efforts to promote ongoing sales conversations and build customer relationships
• Partner with the marketing team on new product launch initiatives and customer events
• Interaction with the finance department
• Providing coverage and support for senior sales colleagues to ensure continuity of customer service during absences
• Understanding of the regulatory and compliance framework, including Know Your Client (KYC) requirements
• Leadership, training, and mentoring of interns, including recruitment and ongoing guidance

Requirements

The required qualifications and experience include:

• A university degree from a university or university of applied sciences
• Professional written and oral communication skills in German and English; French is a plus
• Interest and understanding of the asset management industry and investment funds
• Independent team player, hard-working and eager to learn
• High flexibility and ability to work under pressure with a keen eye for detail
• Must feel comfortable with projects and limited guidance
• Strong communication skills
• Analytical skills - The ability to quantitatively analyze JPMAM products/services
• Software and database skills - Knowledge of Microsoft applications, especially Excel and PowerPoint
• Ready to learn customer onboarding and operational processes

We offer

No information available.