Partner with 2-3 Client Advisors to identify and develop new business opportunities with clients/prospects as well as assist with territory management.
Identify and pursue cross-selling opportunities with existing clients as well as generate new prospect referrals.
Cultivate and manage client relationships, by responding to client inquiries, providing ongoing communication with clients/prospects, and developing a full view of each client’s business and investment needs.
Deliver "the best of the firm" to key clients, through value-add tools/support, product information and updates, as well as unique JPM market insights.
Coordinate with the Global Liquidity Client Services team to ensure efficient onboarding and execution of KYC/AML processes.
Ensure cross-team cooperation by identifying and promoting best practices with Client Advisors as well as the wider global sales team.
Proactively cite opportunities for process improvement and procedural efficiencies.
Develop and strengthen relationships with internal bank partners, portfolio managers, client portfolio managers and client service/operations.
Required Qualifications, Capabilities and Skills:
Proven results in client relationship management and/or sales teams
Demonstrates a drive for achievement and compels others to strive for excellence.
Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace
Track record of collaboration and partnership across multiple internal teams
Demonstrates knowledge on fixed income investment products.
Capacity to build relationships across entire organization and with business partners across the firm.
Excellent written and verbal communication skills.
Ability to multi-task and manage competing demands from multiple stakeholders