Asset Management Sales Support Specialist

J.P. Morgan; Council of the City of Sydney; On-site; AUD 70,000 - 90,000; Full time

Job summary

A leading global asset management firm in Sydney is seeking a Sales Support Associate to assist the Institutional Sales Team. The role involves CRM maintenance, preparing reports, and coordinating client communications. Ideal candidates will be university graduates in Business Finance or related fields with analytical skills and team spirit. Knowledge of investment products and tools like Bloomberg and Salesforce is essential. This position offers opportunities to work in a dynamic environment and support key business strategies.

Qualifications

• Experience in the financial industry is preferred.
• Demonstrated understanding of investment products is required.
• Ability to meet strict deadlines and adapt to changing priorities.

Responsibilities

• Support the sales strategy delivery and CRM maintenance.
• Prepare business, product, and market reports.
• Coordinate with other areas to handle client enquiries.

Skills

Analytical skills

Planning and time management

Attention to detail

Communication skills

Teamwork

Education

University graduate in Business Finance or related discipline

Tools

Morningstar Direct

Bloomberg

Salesforce

Job description

A leading global asset management firm in Sydney is seeking a Sales Support Associate to assist the Institutional Sales Team. The role involves CRM maintenance, preparing reports, and coordinating client communications. Ideal candidates will be university graduates in Business Finance or related fields with analytical skills and team spirit. Knowledge of investment products and tools like Bloomberg and Salesforce is essential. This position offers opportunities to work in a dynamic environment and support key business strategies.