Asset Management, Wholesale, Sales Support (all genders)

Location: Frankfurt a. Main, Germany

Job Family: Client Service

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus. Join our Asset Management division as a Sales Support professional in the Wholesale team based in Frankfurt a. Main, Germany. This role within the Client Service category offers an exciting opportunity to support our wholesale sales efforts, helping to deliver world-class asset management solutions to institutional clients across Europe. As part of a dynamic team, you will play a key role in driving growth by providing essential support to sales initiatives, ensuring seamless client interactions, and contributing to the firm's reputation for excellence in financial services. In this position, you will collaborate closely with sales professionals to prepare compelling client materials, analyze market trends, and facilitate the distribution of our diverse portfolio of investment products, including equities, fixed income, and alternatives. Your responsibilities will extend to maintaining accurate client records, ensuring compliance with stringent regulatory requirements such as those from the BaFin and ESMA, and identifying opportunities to enhance sales efficiency. This role demands a proactive approach, where you will thrive in a collaborative environment that values precision, innovation, and client-centricity—core pillars of JP Morgan Chase's culture. We seek a highly motivated individual passionate about the financial industry, with a solid foundation in asset management and a commitment to professional growth. At JP Morgan Chase, you will benefit from unparalleled resources for career development, exposure to global markets, and the chance to work alongside top-tier talent. This position not only offers a platform to build your expertise in wholesale sales support but also positions you for advancement within one of the world's most respected financial institutions, fostering long-term success in Frankfurt's vibrant financial hub.

Key Responsibilities

• Provide comprehensive sales support to the wholesale team, including preparation of client presentations and pitch books
• Assist in managing client relationships by coordinating meetings, follow-ups, and ensuring timely delivery of product information
• Conduct market research and analysis to support sales strategies for asset management products
• Prepare and distribute regular reports on sales performance, pipeline updates, and competitive intelligence
• Collaborate with internal teams such as product specialists and compliance to ensure all materials adhere to regulatory standards
• Support the development of tailored investment solutions for institutional and wholesale clients
• Monitor and update client databases to maintain accurate records of interactions and preferences
• Contribute to training sessions for junior team members on sales processes and tools
• Identify opportunities for process improvements in sales support workflows
• Ensure all activities comply with JP Morgan Chase's risk management and ethical standards

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 2-3 years of experience in sales support, client service, or a similar role within the financial services industry
• Strong understanding of asset management products, including mutual funds, ETFs, and alternative investments
• Proficiency in Microsoft Office Suite, particularly Excel for data analysis and reporting
• Excellent command of English and German, both written and spoken
• Ability to work in a fast-paced, high-pressure environment with a focus on accuracy and compliance
• Relevant certifications such as CFA Level 1 or equivalent (or willingness to pursue)

Preferred Qualifications

• Experience in wholesale distribution or institutional sales within asset management
• Knowledge of European regulatory frameworks, including MiFID II and AIFMD
• Prior exposure to CRM systems like Salesforce or similar platforms
• Advanced degree (MBA) or specialized training in financial markets
• Fluency in additional languages such as French or Spanish for broader client engagement

Required Skills

• Financial analysis and modeling
• Client relationship management
• Data interpretation and reporting
• Regulatory compliance knowledge
• Presentation and communication skills
• Time management and prioritization
• Attention to detail
• Team collaboration
• Problem-solving abilities
• Adaptability to changing market conditions
• Proficiency in financial software (e.g., Bloomberg, FactSet)
• Strong ethical judgment
• Multitasking in a dynamic environment
• Analytical thinking
• Interpersonal skills for stakeholder engagement

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance coverage
• Retirement savings plan with generous company matching contributions
• Paid time off including vacation, sick leave, and parental leave
• Professional development opportunities, including tuition reimbursement and access to internal training programs
• Employee wellness programs, including gym memberships and mental health support
• Flexible working arrangements, including hybrid work options in Frankfurt
• Global mobility support for career advancement within JP Morgan Chase

JP Morgan Chase is an equal opportunity employer.