For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or...
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As a Corporate Payment Sales Associate you will be responsible for providing support to the Sales Managers and leadership in the team, in order to manage and grow client relationships. This encompasses client and market intelligence for new and existing clients and includes: creating MIS, Know Your Customer (KYC), on-boarding, deal execution, preparing client materials and other sales and support related matters.
Job responsibilities
Support the team to manage the on-boarding and the KYC processes and end to end deal execution including product, billing set up, deal hygiene in the system and master the use of the implementation tools.
Be involved in the preparation of client account plans, briefing memos and portfolio management reporting.
Develop strong (global) partnerships across lines of business.
Prepare and review marketing material (pitch books, presentations and slip sheets) for Sales ensuring clarity, accuracy and consistency.
Support Sales managers with the preparation of proposals and materials for internal approvals i.e. balance sheet committees , risk committees and work closely with Sales, Product and Implementation teams to collate relevant information and generate consolidated reports for the region.
Set up and maintain client data.
Run client-focused internal projects.
Analyse key revenue and pipeline data in order to deliver reports to senior management.
Conduct research on existing client portfolios and prospective clients. Partner with internal teams in the periodic client account planning to provide fundamental research on current and target market sizing by region and maintain the MIS integrity periodically.
Required qualifications, capabilities, and skills
A proven track record in a sales environment within a financial services organisation
Bachelor’s degree or similar
Solid understanding of credit
Solid understanding of treasury services, markets, asset management solutions and the technology Industry landscape
Strong computer skills including PowerPoint "PitchPRO", Excel based modelling, FactSet and Bloomberg
Commercial mind-set and ability to work under pressure
Strong quantitative, analytical and writing skills with rigorous attention to detail and focus on execution
Ability and willingness to travel both domestically, regionally (SSA) and Internationally
Strong interpersonal and selling skills; ability to work with both internal partners and external clients
Ability to work on own initiative and meet tight deadlines