Securities Services Sales Support - Commercial and Investment Banking - Analyst

Posted 6 Days Ago
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Taipei
Hybrid
Junior
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Securities Services Sales Analyst supports the sales team by managing KYC profiles, preparing presentations, conducting market analysis, and assisting with client relationship management. Responsibilities also include project management and reporting.
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Job Description
Are you ready to make an impact in the financial services industry? Join J.P. Morgan's Securities Services Sales team in Taiwan and be part of a dynamic environment where your skills and career can grow. We offer a unique opportunity to work with a global leader in securities services, providing innovative solutions to sophisticated investors.
As a Securities Services Sales Analyst within the J.P. Morgan Securities Services team, you will play a crucial role in supporting our sales efforts in Taiwan. You will collaborate with a diverse team to manage client relationships, conduct market analysis, and contribute to strategic initiatives. Your work will help us maintain our competitive edge and deliver exceptional service to our clients.
Our team is dedicated to providing top-tier securities services, including global custody, fund services, and more. You will have the opportunity to work with industry experts and leverage cutting-edge technology to drive business success. Join us and be part of a team that values innovation, collaboration, and client focus.
Job Responsibilities:

  • Assist the Securities Services Sales team in building KYC profiles for new account openings and existing account renewals, which involves close communication with clients, Sales, and internal KYC support units; monitor KYC timelines and adhere to compliance/KYC advice.
  • Support the Securities Services Sales team with follow-up tasks related to legal documents, commercial terms, and the execution and filing management of documents.
  • Prepare sales presentations, respond to clients' Requests for Proposals, and plan client events.
  • Assist in client account planning, segment strategy, and industry analysis.
  • Manage sales pipeline and regional projects through frequent communication with Sales, business managers, and product leads.
  • Support business management reporting and other ad-hoc projects.
  • Collaborate with the regional/global Business Manager (BM) team for the rollout of new initiatives.
  • Provide backup support for administrative tasks.
  • Assist in organizing client thought-sharing events.


Required Qualifications, Capabilities, and Skills:

  • Knowledge on global custody, fund services and other securities service product and industry with 1 to 2 year-working experience is preferred
  • Ability to work effectively as a team player and independently as a self-starter.
  • Strategic thinker with strong analytical skills, including statistical analysis and research capabilities.
  • Detail-oriented with a focus on quality.
  • Ability to thrive on the challenge of competitive pressures and remain focused on client needs.
  • Effective communication skills for interacting with internal stakeholders and clients.
  • Proven project management skills, including the ability to manage multiple deliverables simultaneously.
  • Advanced proficiency in Microsoft Office.
  • Fluent in speaking, reading, and writing English and Mandarin
  • Trust business personnel certification (can be obtained after onboarding)


About Us
J.P. 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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