JPMorgan Asset Management Canada (JPMAMC) helps institutional clients meet their goals by providing industry leading investment solutions. Our wide array of financial strategies – equity, fixed income, cash management, currency, asset allocation, and alternative asset classes - allow investors to find strategies to help navigate dynamic markets. Our renowned value-added tools assist clients in realizing their objectives and positions them to be successful with their key stakeholders.
Job Summary
As an Institutional Sales Associate (ISA), you will be working with your client advisor(s) helping Institutional clients/prospects navigate the complexities of the broader capital markets by offering timely solutions. You will partner with a team of Client Advisors and strive to meet goals 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 alongside your client advisor(s) with top-tier clients, consultants and prospects through consultative, proactive phone conversations that deliver the JPMAMC value proposition
- Ownership of territory data in CRM & responsible for ongoing maintenance
- Proactively identify and engage clients and prospects around strategic initiatives, while partnering with Client Advisors to cultivate relationships and leverage industry resources to spot trends and opportunities.
- Responsible for the coordination & delivery of client communications & events
- 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 goals
- Demonstrate effective territory management skills by focusing on proactive timely follow-up, conducting strategy reviews, scheduling meetings/events and lead generation
- Convey the thought leadership of our Market Insights team & other resources to aid clients’ understanding of the ever-changing market landscape
- Work closely with internal partners (Legal, Marketing, Compliance, client accounts management team etc.) to meet the daily needs of clients & prospects
Required qualifications, capabilities and skills
- Bachelor’s degree
- 3+ years of financial service experience required and/or related sales leadership experience in the financial services sector.
- Self-starter with passion for sales and the financial markets
- Proven results shown sustainable achievement in a competitive environment with accuracy and efficiency
- 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 and written communication, presentation skills and well organized
- CSC Dealing Representative license required within first 6 months
Preferred qualifications, capabilities and skills
- CIM/CFA or progress toward the designation preferred
- Bilingual: French preferred