JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.4 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
Asset Management - Client Account Manager (m/f) – Associate - Based in Frankfurt, Germany
Employing Legal Entity: JPMorgan Asset Management (Europe) S.à r.l., Frankfurt Branch
Posting date: 13 June 2017
First point of contact and coordination for KVGs (Kapitalverwaltungsgesellschaften), their advisors and auditors, and the business for all non-investment related client matters.
Ensure client issues are resolved with minimum impact to the client/the business. This will often involve working cross functionally across a number of departments such as legal, compliance, risk, product areas and attaining “buy in” from the business to meet the clients’ needs.
Review and negotiate Investment Management Agreements and all other legal documentation (such as futures account opening documentation, QIB certification etc) in conjunction with the legal department
Co-ordinate all aspects of account opening/closing both with clients and internally (i.e. including explaining operational processes & JPM policies to clients, validating client instructions and instructing the business, ensuring all systems are correctly set up etc.)
Partner with Product Delivery team who Co-ordinate transitions / re-organisations / custody changes
Project Management; Institutional Client Account Management participates in all projects affecting German clients, including system enhancements, product and new procedure developments
Obtain and record Know Your Client (KYC) documentation to support Anti-Money Laundering responsibilities
Develop relationships with local office Client Account Managers. Where a function has been delegated liaise with internal departments or external outsourced party to ensure client receives optimal service in all respects
Become subject matter expert for the respective region and client type covered. i.e. develop knowledge of local regulations, market constraints and client type specific issues
Attend and present at client meetings, audit meetings & new business presentations. This may involve occasional travel.
Experience of negotiating Investment Management Agreements is advantageous
Experience in insurance. DC or subadvisory business also advantageous
Apprenticeship in banking; university/ business school degree is a plus
Has a good understanding of the asset management structure and various departments
Basic understanding of security markets
Sound experience in a similar relationship management role ideally with exposure to an international environment
Solid knowledge on the German financial and institutional fund industry and the relevant legal structures and regulatory requirements; knowledge of mutual fund industry is a plus
Good knowledge on all MS Office products
German native speaker with fluent written and spoken English skills
Strong interpersonal skills: open-minded, highly accurate with good attention to detail, good listener, pro-active
Team player with ability to work independently, self-starter, self-managed
Ability to multi-task
Calm under pressure
Confident dealing with senior members of the organization/the client
Able to build a strong network within the organization
JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.
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