Non - Bank Financial Institution (NBFI) & Fintech Sales - Payments - Associate

JPMorganChase Other US Location

Company

JPMorganChase

Location

Other US Location

Type

Full Time

Job Description

Job Description
An exciting opportunity to join Corporate & Investment Bank Payments Financial Institutions Group Sales Team.
As a Non-Bank Financial Institutions (NBFI) and Fintech Sales Associate within the Payments team, you will play a crucial role in bolstering and facilitating business growth among NBFI & Fintech clients. Your responsibilities will include promoting and ensuring flawless implementation of the growth strategy (inbound/outbound) for ASEAN. You will be required to provide necessary support across various NBFI industry verticals, which will involve close collaboration with NBFI & Fintech Sales in other countries in the ASEAN and broader Asia Pacific region, and other regions. Prior knowledge and experience in various NBFI or Fintech industry verticals will be advantageous.
Job responsibilities

  • Assist Sales to put together comprehensive account plans/ research materials/ client analysis/client proposals for identifying strategic opportunities. Also, assist Sales to manage and keep the client profile updated along with data analysis/statistics enabling business growth.
  • Help drive the projects/ initiatives of strategic focus for Malaysia and other ASEAN markets, including but not limited to conducting research/ preparing client presentation/participating in end to end internal review and approval process.
  • Establish strong rapport with extensive network of internal partners to provide connectivity across the firm and promote cross regional collaboration
  • Prepare for Global Account planning discussions and participate in internal planning and market review conversations, in support with data to sales in generating insights for both short and long term business development and strategies.
  • Support Sales in client onboarding activities including but not limited to client due diligence in accordance with J.P. Morgan's internal guidelines in Anti-Money Laundering and Know Your Clients; onboarding approval process; timely updates of pricing & billing structures and efficient implementation process for new and existing clients.
  • Liaise closely with Client Service & Implementation team in new account opening and products setups for new and existing clients as to ensure accurate and timely implementation.
  • Handle new and update pricing setup at timely manner, and conduct post setup check to avoid client impact.
  • Handle pipeline management, maintain accurate information and facilitate Sales on required deal governance processes and proper documentation filing is in good order per internal guidelines.
  • Assist Sales in promoting an effective operative risk environment including but not limited to (1) accurate and timely new onboarding/renewals and completion of Know Your Clients and other internal reporting and /or approval requirements (2) managing Anti-Money Laundering (AML) Request for Information database and status tacker (3) work with clients and internal teams on AML related matters as to smoothen the compliance investigations and screening.
  • Assist Sales to organize and coordinate client events (forums/ roundtables) and communication to promote and strengthen J.P. Morgan's franchise. Coordinate client events hosted for NBFI clients including invitations delivery, event materials preparations such as presentation deck and contents, marketing printouts, etc. appointment with speakers, etc.


Required qualifications, capabilities, and skills

  • Bachelor's degree or equivalent in Finance, Economics, Business Administration, or a related field
  • Strong drive and rigor to ensure all facets of the business and portfolio succeed
  • Excellent communication and analytic skills
  • Strong team player who will work collaboratively with Global, and Regional stakeholders within the firm including Global Corporate Bank, Securities Services, Markets, Investment Banking, Investor Client Management and other Commercial and Investment Bank colleagues.


Preferred qualifications, capabilities, and skills

  • Strong understanding of diverse NBFI industry verticals including Fintech and the Payments Sales function
  • Strong understanding of Payments products/solutions (Cash, Liquidity, foreign exchange, information management) that are relevant to NBFI clients


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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Date Posted

01/27/2025

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