Global Liquidity Program Analyst — Client Advisor Growth

Aumni

New York (NY)

On-site

USD 80,000 - 110,000

Full time

7 days ago

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Job summary

JPMorgan Chase, Asset & Wealth Management's Global Liquidity division in New York, seeks an Asset Management Program Analyst - Internal Client Advisor to partner with 2-3 Client Advisors, manage relationships, and market Global Liquidity products. The role requires earning regulatory licenses (Series SIE, 7, 63, 3) and collaborating with external salespeople.

You will identify new business opportunities, develop cross-sell strategies, and ensure onboarding, KYC/AML compliance, and client service

Qualifications

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

Responsibilities

Partner with 2-3 Client Advisors to identify and develop new business opportunities within their territories.
Identify, pursue and close cross-sell opportunities with clients and prospects.
Cultivate and manage client relationships with ongoing communication and updates.
Deliver value-add tools, product information and market insights to key clients.
Coordinate with Client Service Team to ensure onboarding and KYC/AML compliance.
Promote best practices across teams and work with Global Sales partners.
Build internal relationships with bank partners, JPMAM Portfolio Managers and Investment Specialists.