Global Liquidity Client Advisor Analyst

J.P. Morgan; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

J.P. Morgan in New York is seeking an Asset Management Program Analyst for Global Liquidity to partner with Client Advisors, expand relationships, and market JPMorgan liquidity solutions.

The role requires earning regulatory licenses and collaborating with external salespersons to drive sales results. The ideal candidate will excel in client relationship management, cross-selling, and prospecting, with a track record of meeting targets and delivering value-added market insights.

Qualifications

• Proven results in client relationship management, cross-sell experience and prospecting.
• Ability to learn and use industry/product knowledge by understanding client needs, the competition, as well as, the marketplace
• Capacity to build relationships with both internal and external clients
• Demonstrates a working knowledge of fixed income investment products
• Licenses: Series 7, 63 and SIE

Responsibilities

• Work with 2-3 Client Advisors to identify and develop new business opportunities with clients/prospects, as well as, assist with their territory management
• Identify, pursue and close cross-sell opportunities with existing clients and prospects
• Cultivate and manage client relationships, by responding to inquiries, providing ongoing communication/updates and develop a comprehensive view of their business and investment requirements
• Deliver "the best of the firm" to key clients through value-add tools/support, product information/updates and access to market insights
• Coordinate with the Client Service Team to ensure proper onboarding and execution of KYC / AML requirements
• Ensure cross-team cooperation by identifying and promoting best practices, working closely with Client Advisors and the broader Global Sales team
• Develop and strengthen internal relationships with bank partners (TS, GCB, CB, IS, IB), JPMAM Portfolio Managers, Investment Specialists, Client Advisors and Client Service/Operations

Skills

Client relationships

Cross-selling

Prospecting

Fixed income knowledge

Education

Bachelor's degree

Job description

J.P. Morgan in New York is seeking an Asset Management Program Analyst for Global Liquidity to partner with Client Advisors, expand relationships, and market JPMorgan liquidity solutions.

The role requires earning regulatory licenses and collaborating with external salespersons to drive sales results. The ideal candidate will excel in client relationship management, cross-selling, and prospecting, with a track record of meeting targets and delivering value-added market insights.