Asset Management -Sales Support for Global Strategic Relationship Group (Based in London)
UNITED KINGDOM Sales
Job description
Asset Management Sales Support, Funds Panelling team, Associate, London - 170014567
J.P. Morgan is a global leader in asset and wealth management services. The Asset Management line of business serves institutional, ultra high net worth, high net worth and retail clients through its Global Investment Management and Global Wealth Management businesses. With client assets of $2.4 trillion and assets under management of $1.8 trillion, we are one of the largest asset and wealth managers in the world. (Assets as of March. 31, 2016)
Global Business Principle
Throughout our long and distinguished history, we have been steadfastly committed to putting our clients' interests first.
This fiduciary responsibility defines our relationship with clients and informs the basis of every decision we make on their behalf. This core principle is the foundation of our business as we work to understand our clients' needs, offer informed advice and execute strategies to generate excess returns and provide world-class client solutions.
Global Investment Management
J.P. Morgan Asset Management (Investment 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.
• Clear focus on managing client assets and delivering strong risk-adjusted returns
• Nearly 1,300 investment professionals providing strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity
• Leadership positions in the U.S., U.K., Continental Europe, Asia, and Japan
J.P. Morgan Asset Management is the marketing name for the investment management businesses of JPMorgan Chase & Co. and its affiliates worldwide
Team overview
The Funds Paneling team is part of the UK Funds Strategic Relationship Management Group (SRMG), responsible for managing JPMAM's strategic relationships with those Wealth Management Companies that operate a centralized Funds Paneling process. The aim of the team is to grow JPMAM's market share with the leading Wealth Management Firms in the UK, by establishing and maintaining strong strategic partnerships. The team is also responsible for JPMAM's relationships with external Funds Ratings Agencies, including OBSR Morning Star .
Role Overview
This individual is responsible for providing sales and relationship management support to the Funds Panelling team. This will include organising key client and internal meetings and agreeing agendas. Dealing with and responding to day to day client queries regarding funds information and more general servicing enquiries. This individual will also be responsible for liaising with other internal departments to action and follow up on client servicing queries and requests.
Key objectives of the role
· To respond to client queries working to the sunset deadline
· To respond to general client fund queries including fund information requests and servicing enquiries
· Coordinate and oversee key client Fund Panel Reviews
· Oversee the coordination of key client meetings and events with clients and with JPM Investment Professionals where appropriate
· Develop strong relationships with other areas of the business to expedite and resolve client/sales queries
· Understand the regulatory and compliance framework for selling JPM Investment Products to the UK market, including Know Your Client requirements
· Office based contact for clients and also responsible for covering/attending relevant client meetings, and some client conference calls
· Maintenance of client information in CRM.
Desired profile
Core Skills
· Strong organisation skills and attention to detail
· Good communicator
· Client focused and experience of managing client requests
· Able to prioritise and multi-task
· Knowledge of JPM's investment offering (open and closed ended )
JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.