Sales and Marketing – Markets Sales Assistant - Analyst

Location: Shanghai, China

Job Family: Client Sales

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a strong presence in Asia-Pacific, particularly in Shanghai, where our Markets division drives innovative solutions for clients in equities, fixed income, currencies, and commodities. The Sales and Marketing – Markets Sales Assistant - Analyst role is pivotal in supporting our Local Markets Sales team, ensuring seamless operations and exceptional client service in one of the world's most dynamic financial hubs. As an Analyst, you will work closely with senior sales professionals to facilitate client interactions, manage administrative tasks, and contribute to the execution of market strategies tailored to institutional investors in China and beyond. This position offers exposure to high-stakes trading environments and the opportunity to grow within a prestigious institution renowned for its commitment to excellence and innovation in financial services. Your day-to-day responsibilities will include preparing client-facing materials such as pitch books and market updates, coordinating trade-related activities, and maintaining accurate records in our proprietary systems. You will act as a key liaison between sales, trading, and operations teams, ensuring that all activities comply with both local Chinese regulations (e.g., CSRC guidelines) and JP Morgan Chase's global standards. By analyzing client needs and market trends, you will help identify opportunities to enhance our product offerings, from derivatives to structured solutions, fostering long-term relationships with key accounts in the region. This role demands a proactive approach, as you navigate the complexities of cross-border transactions and contribute to the team's success in a competitive landscape. Joining JP Morgan Chase means becoming part of a collaborative culture that values diversity, professional development, and work-life balance. We invest in your growth through mentorship programs, access to cutting-edge technology, and global mobility opportunities. In Shanghai, you'll thrive in a vibrant office environment equipped with state-of-the-art facilities, while benefiting from our firm's unwavering focus on integrity and client-centric innovation. If you are passionate about financial markets and eager to support high-impact sales initiatives, this Analyst position is an ideal launchpad for a rewarding career at one of the world's most admired financial institutions.

Key Responsibilities

• Provide administrative and operational support to the Local Markets Sales team, including scheduling client meetings and preparing sales materials
• Assist in client onboarding processes, ensuring compliance with JP Morgan Chase's KYC and regulatory standards
• Coordinate trade executions and settlements for market products, liaising with trading desks and operations teams
• Prepare and distribute market reports, research summaries, and pitch books for client presentations
• Manage client inquiries and follow-ups, maintaining accurate CRM records in Salesforce or similar systems
• Support sales professionals in analyzing client portfolios and identifying cross-selling opportunities in equities and fixed income
• Monitor market data and news relevant to Shanghai and broader APAC markets to inform sales strategies
• Collaborate with compliance and risk teams to ensure all sales activities adhere to local Chinese regulations and JP Morgan policies
• Organize internal training sessions and team events to enhance sales productivity

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• At least 1-2 years of experience in financial services, sales support, or administrative roles within the markets sector
• Strong understanding of financial markets, including equities, fixed income, and derivatives
• Proficiency in Mandarin and English, with excellent verbal and written communication skills
• Ability to work in a fast-paced, high-pressure environment in Shanghai
• Familiarity with regulatory requirements in the Chinese financial markets
• Basic knowledge of Microsoft Office Suite and financial databases

Preferred Qualifications

• Experience in a sales support role at a global investment bank
• Certification such as CFA Level 1 or equivalent
• Prior exposure to JP Morgan Chase systems or similar banking platforms
• Knowledge of cross-border trading and client relationship management in Asia-Pacific markets

Required Skills

• Financial market knowledge
• Client relationship management
• Data analysis and reporting
• Proficiency in Excel and financial modeling
• CRM software usage (e.g., Salesforce)
• Attention to detail
• Time management and multitasking
• Strong communication skills
• Regulatory compliance awareness
• Team collaboration
• Problem-solving abilities
• Adaptability in dynamic environments
• Bilingual proficiency (Mandarin/English)
• Sales support techniques
• Basic trading operations knowledge

Benefits

• Competitive base salary and performance-based bonuses aligned with JP Morgan Chase's global compensation structure
• Comprehensive health, dental, and vision insurance coverage for employees and dependents
• Retirement savings plan with company matching contributions
• Paid time off, including vacation, sick leave, and public holidays in China
• Professional development opportunities, such as tuition reimbursement and access to JP Morgan's internal training programs
• Employee wellness programs, including gym memberships and mental health support
• Relocation assistance for international hires to Shanghai
• Stock purchase plan and other financial perks through JP Morgan's employee benefits portal

JP Morgan Chase is an equal opportunity employer.