Institutional Sales Associate - Asset Management Canada

JP Morgan Chase

Toronto

On-site

CAD 85,000 - 110,000

Full time

6 days ago
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Job summary

JPMorgan Asset Management Canada seeks an Institutional Sales Associate to partner with Client Advisors in serving institutional clients and prospects in Canada. You will market and support JPMAMC strategies, helping clients navigate capital markets and achieve investment goals.

The role rewards collaboration, strong communication, and a client-first approach, with a license requirement and opportunities to grow within a leading global asset manager.

Qualifications

  • 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.

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

Skills

Self-starter with passion for sales
Proven results in competitive markets
Excellent verbal and written коммуника
Ability to learn industry/product知识
Capacity to build relationships across
3+ years financial services experience

Education

Bachelor’s degree
CIM/CFA or progress toward designation preferred

Job description

JPMorgan Asset Management Canada seeks an Institutional Sales Associate to partner with Client Advisors in serving institutional clients and prospects in Canada. You will market and support JPMAMC strategies, helping clients navigate capital markets and achieve investment goals.

The role rewards collaboration, strong communication, and a client-first approach, with a license requirement and opportunities to grow within a leading global asset manager.

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