Client Solutions Expert

Vor 3 Tagen


Zürich, Zürich, Schweiz J.P. Morgan Vollzeit
Key Responsibilities
  1. Collaborate with Client Advisors to support all facets of the sales and business development process.
  2. Manage client reporting tasks and assist with due diligence on funds, maintain up-to-date client information in management systems.
  3. Lead internal process for requests for proposals (RFPs) and conduct market research on various client target groups.
  4. Understand and ensure compliance with the regulatory and compliance framework, including Know Your Client (KYC) requirements.
  5. Lead and train working students.
  6. Coordinate internal parties, visitor schedules, and presentations, support roundtables and other marketing events to enhance client engagement.
  7. Maintain close contact with product specialists and other teams globally.
  8. Assist the sales and marketing teams in preparing product presentations, workshops, and projects & in-house events.
  9. Serve as the primary point of contact for retail accounts, overseeing client inquiries and ensuring prompt responses.
  10. Collaborate with the marketing team to develop and execute digital campaigns for flagship fund distribution, driving lead generation and sales growth.
  11. Coordinate with senior Client Advisors to ensure the highest level of client satisfaction.


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