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AWM - Asset Management - Relationship Manager - Associate

Job Description

This role will be responsible for supporting the development of the Asset Management business in Mexico, bringing J.P. Morgan Asset Management global capabilities, strategies, and products (including ETFs, Mutual Funds, and SMAs), to local clients (including Pension Funds, Mutual Funds, Private Banks, Family Offices, and Insurance Companies).
  • Prospect new clients, identifying needs, trends, and opportunities
  • Manage existing clients, focusing on understanding their objectives and delivering investment solutions
  • Understand investment strategies and products, including commingled vehicles and managed accounts
  • Own the whole sales cycle, from marketing to closing and executing
  • Collaborate with client service, product, operations, technology, risk, credit, legal and other teams to optimize product and service delivery
  • Maintain market intelligence of the global and local asset management industries


Specialist Experience

  • 3-5 years of relevant experience in sales, financial markets, or asset management
  • Thorough knowledge of investment products, including Mutual Funds and ETFs
  • Strong presentation, selling, and negotiation skills
  • Effective communicator, talks in a clear, concise and unambiguous manner
  • Fluent in English and Spanish
  • Superior multi-tasking; strong organizational skills and attention to detail
  • Self-motivated; strong initiative, energy and confidence in completing projects with limited supervision; intra-preneurial mindset to build a business
  • CFA, MBA, or MSc are a plus

Please note that all information in this job description is accurate at the time of posting.  Please be aware that companies may change details and/or closing dates without notice.

Job Summary

JP Morgan Chase
  • Mexico
  • Finance
Job Type
  • Full-time
  • Negotiable
26 July 2018
Applications Deadline
20 October 2018

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