Global Liquidity Program Analyst: Internal Client Advisor

JPMorganChase

New York (NY)

On-site

USD 95,000 - 150,000

Full time

3 days ago

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Job summary

JPMorganChase's Global Liquidity division seeks an Asset Management Program Analyst - Internal Client Advisor to partner with 2-3 Client Advisors, manage existing relationships, and market Global Liquidity products.

The role includes earning regulatory licenses (SIE, 7, 63) and working with external sales to drive results, identify opportunities, and ensure onboarding and KYC/AML compliance, with a strong emphasis on achievement and cross-selling.

Qualifications

Proven results in client relationship management, cross-sell experience and prospecting.
Ability to learn industry/product knowledge and understand client needs.
Capacity to build relationships with internal and external clients.
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 with clients/prospects.
Identify, pursue and close cross-sell opportunities with existing 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 the Client Service Team to ensure onboarding and KYC/AML compliance.
Promote best practices and collaborate with the broader Global Sales team.