AM - Institutional Sales Support Netherlands - Analyst

Organisation

Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its 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.

Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.

The role

The Netherlands based institutional client advisor team has a need for a sales support analyst. This is an integral role within the institutional sales business. The preferred candidate will be required to work closely with the client advisors to help build and sustain client relationships within the institutional business of JPMorgan Asset Management (JPMAM). The group is responsible for the distribution of all JPMAM products (pooled funds, segregated solutions, ETFs, etc). The target market includes the largest pension funds, insurance companies and foundations headquartered across The Netherlands and Belgium.

Key Responsibilities will include :

• Partner with client advisors to support all facets of the sales and business development process
• Help identify new business opportunities and upcoming product searches
• Research prospects within territory, keep client advisor abreast of client developments and industry trends
• Assist the sales team in maintaining prospect and client databases, ensure that critical client information is stored in the CRM Tool and kept up to date
• Work with the Request for Proposal (RFP) team to prepare and review new business proposals
• Coordinate with product teams on client presentations, portfolio reviews and ongoing relationship management efforts
• Respond to client requests and manage client communications efforts to promote continuous sales dialogue and build client relationships
• Partner with marketing team on new product launch initiatives and client events
• Interaction with finance department
• General ad-hoc admin support for the senior sales team
• Understand the regulatory and compliance framework, including Know Your Client (KYC) requirements

Qualifications & Experience Required :

We would see this vacancy as a great entry level opportunity within our institutional business providing an ideal platform for graduates keen to start their career within Asset Management. In the future, the right candidate can evolve into a role of junior client advisor within the Benelux Sales Team.

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.

About Us

Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

About the Team

Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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