As a Payments Sales Associate, support sales managers by maintaining client portfolios, conducting research, and assisting in the sales cycle for treasury products.
Job Description
Launch your front-office career in Payments Sales at J.P. Morgan!
As a Payments Sales Associate in the Specialty Finance Sales team, you will support Payments Sales Managers in the region and report to the European Head of Broker Dealer and Specialty Finance Payments Sales. In this role, you will work with both new and existing clients, helping to maintain and grow the team's portfolio in line with business objectives by selling treasury and payments products to target clients. Your responsibilities will include gathering client and market intelligence, supporting the sales team with various onboarding tasks and other ad hoc projects.
This position offers an excellent opportunity to gain front-office experience, interacting with clients, corporate bankers, product teams, and client service professionals across J.P. Morgan's lines of business. Ultimately, you will gain a deep understanding of the Specialty Finance sector and J.P. Morgan's Payments products.
Job Responsibilities
Required Qualifications, Capabilities, and Skills
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.
Launch your front-office career in Payments Sales at J.P. Morgan!
As a Payments Sales Associate in the Specialty Finance Sales team, you will support Payments Sales Managers in the region and report to the European Head of Broker Dealer and Specialty Finance Payments Sales. In this role, you will work with both new and existing clients, helping to maintain and grow the team's portfolio in line with business objectives by selling treasury and payments products to target clients. Your responsibilities will include gathering client and market intelligence, supporting the sales team with various onboarding tasks and other ad hoc projects.
This position offers an excellent opportunity to gain front-office experience, interacting with clients, corporate bankers, product teams, and client service professionals across J.P. Morgan's lines of business. Ultimately, you will gain a deep understanding of the Specialty Finance sector and J.P. Morgan's Payments products.
Job Responsibilities
- Develop a thorough understanding of the Specialty Finance segment and the payments products relevant to this industry.
- Assist the Sales team with sales pitch materials, RFP/RFI submissions, and preparation of proposals for internal approvals. Build and analyze pricing and profitability models.
- Conduct research on existing client portfolios and prospective clients. Prepare client research, industry analysis, and provide fundamental research on market sizing by region.
- Attend client meetings and assist with meeting planning and follow-ups, including client analysis, presentations, and call reports.
- Support the end-to-end sales cycle, including pricing, fee billing setup, and deal execution. Understand client account structures, cash flow, product usage, and regional/global setups.
- Manage the end-to-end client onboarding process, including compliance reviews as needed. Handle Know Your Client (KYC) and Anti-Money Laundering (AML) responsibilities, including KYC renewals and managing compliance inquiries with clients.
- Educate partners across the firm to ensure a comprehensive understanding of the Specialty Finance segment and the Payments strategy for this sector.
- Identify, escalate, and resolve business issues such as risk, legal, and compliance matters.
- Collaborate with a global network of corporate bankers and Payments colleagues to support business activities.
- Stay informed about regional developments, including regulatory changes, political developments, and market trends.
Required Qualifications, Capabilities, and Skills
- Bachelor's degree or equivalent in Finance, Banking, or a related field.
- Strong communication skills, with the ability to synthesize complex problems into clear conclusions.
- Goal-driven and results-oriented, with the ability to foster innovation and solve problems creatively.
- Excellent time management, organizational, and planning skills, with the ability to manage multiple priorities and ensure effective follow-up.
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.
Top Skills
Financial Analysis Software
Payments Products
Treasury Products
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