Asset Management - Institutional Sales Support - Associate Job at JPMorgan Chase Bank, N.A.

JPMorgan Chase Bank, N.A. Toronto, ON

$135,000–$150,000 a year
Job Summary

Institutional Sales Associate, you will be helping Institutional & Sub Advisory clients/prospects navigate the complexities of the broader capital markets by offering timely solutions. You will partner with a team of Client Advisors and will strive to meet the goals for your territory by successfully marketing and supporting JP Morgan Strategies in Canada. This role is most rewarding for candidates who like to work collaboratively, are strong communicators, and enjoy making a true difference in helping clients achieve their investing goals.
Job Responsibilities
    • Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMAMC value proposition
    • Provide superior client service by being responsive, thoughtful and making the clients' needs the focus
    • Leverage cutting-edge technological tools to showcase our resources to clients in a more user-friendly way
    • Partner with Client Advisors by being completely aligned on the objectives needed to achieve the territory's goals
    • Demonstrate effective territory management skills by focusing on timely follow-up, conducting strategy reviews, scheduling meetings/events and lead generation
  • Proactively identify opportunities to engage clients/prospects around strategic initiatives
  • Ownership of territory data in CRM & responsible for on going maintenance
  • Responsible for the coordination & delivery of client communications & events
  • Convey the thought leadership of our Market Insights team & other resources to aid clients' understanding of the ever-changing market landscape
  • Partner with Client Advisors to identify and cultivate relationships with prospects. Leverage industry publications, conferences, etc. to identify trends & opportunities.

Required Qualifications, Skills, & Capabilities

    • Bachelor's degree required
    • Two years of financial service experience preferred and/or related sales leadership experience
    • Self-starter with passion for sales and the financial markets
    • Proven results shown through sustainable achievement in a competitive environment
    • Ability to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplace
    • Capacity to build relationships across entire organization and with our partner firms
    • Excellent verbal communication and presentation skills

Preferred Qualifications, Capabilities & Skills
  • CSC Dealing Representative license required within first 6 months
  • Bilingual or French strongly preferred
  • CIM or progress toward the designation preferred

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Base Pay/Salary
New York,NY $135,000.00 - $150,000.00 / year




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