About you
We are looking for individuals with ETF experience who can help us grow our ETF footprint in Switzerland and Liechtenstein. Our team puts clients first so we are looking for candidates that share our enthusiasm for delivering a first class client experience. Strong and clear communication is an essential requirement for this role. As you will be part of a broader team, collaboration and teamwork is an integral part of everything we do. You should have the motivation and confidence to proactively engage and lead client conversations throughout the sales process. Most importantly, we believe in doing ‘first class business in a first class way’. Therefore, you should share our passion for creating an exceptional client experience and managing our business in an ethical and compliant way.
J.P. Morgan Asset & Wealth Management
J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management with client assets of over $2.7trillion. Our clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
Some of the key responsibilities would involve but are not be limited to:
- Client coverage and prospecting including cold calls of key contacts and potential ETF users in Switzerland and Liechtenstein, responding to client inquiries and providing ongoing communication with clients and prospects
- Scheduling and attending meetings alone but also with local teams´ co-coverage
- Supporting senior sales in scheduling and attending meetings as well as follow-ups
- Close collaboration with internal teams (in particular Client Advisors selling mutual funds) and sharing best practices and ideas across teams
- Usage and maintenance of the CRM system
- Drive attendance to roadshows and events
- Supporting with internal initiatives (business plan for growth, retaining assets), improve client segmentation (focused plan for ETF business for each prioritized client segment in Switzerland and Liechtenstein) and source new product ideas/feedback
Requirements
The role will ideally suit someone who has a strong understanding of J.P. Morgan Asset Management´s ETF offering and the ETF landscape in EMEA. This person would need to be able to establish immediate credibility with clients, investment and client teams.
Key requirements include:
- Bachelor degree in Finance, Business Administration or related fields, fluent in German and English, French and Italian a plus
- Extensive experience in asset management and ideally have worked closely with ETFs
- Strong analytical, communication and cross-organization collaboration skills required
- Highly motivated, good team player with an entrepreneurial mindset and great communication skills, while being persuasive and perseverant
- Experience in developing relationships across multiple client types, products and asset classes
- Client-oriented and self-organized
- Willing to take ownership of tasks assigned
- CFA or MBA a plus
Source: for more information click here.
