IB — EMEA – Equities – Neovest Account Manager – VP – Based in London recruitment
About JPMorgan Chase CoJPMorgan Chase Co. (NYSE: JPM) is a leading global financial services firm with assets of $1.2 trillion and operations in more than 50 countries. The firm is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private equity.
About NeovestNeovest provides a comprehensive suite of financial technology services to the buy- and sell-side communities. Neovest's technology encompasses direct market access, advanced order management, real-time market data, and advanced analytics in a comprehensive and robust application, which includes advanced ECN and exchange aggregation, broker routing, crossing, and algorithmic order routing aggregation. Tightly integrated with these features is Neovest's industry leading analytics platform, which includes superior charting, quotes, news, filtering/reverse filtering, and full depth of book. Other Neovest features include basket/list trading, order slicing, options execution, portfolio/risk management, and allocation and bunching capabilities. Information about the company is available at www.neovest.com.
Proactive Account CoverageThe Account Manager has the responsibility of representing the firm to a client in a first class way. It is essential that the Account Manager build a strong relationship with clients such that clients have implicit trust in you and your ability to take care of their needs. They should view you as a trusted partner and key contributor to their success. An Account Manager must be highly proactive and take initiative to provide excellent service and solutions to our clients. Our product along with the service component should be an integral and highly valued part of our clients business.
Qualifications
People
Communicate regularly with client
Visit clients regularly at client site
Build strong relationship of trust with clients
Represent firm in professional manner in all situations
Financial
Be a student of the product and industry to be knowledgeable and an expert in the product
Participate in initial client demo's with sales where possible
Understand clients product/workflow wants and needs
Manage client on-boarding to ensure positive experience meeting client expectation
Customize layouts and screen setup/defaults for seamless client adoption of product
Be on-site for first trading day
Introduce solutions to client to increase product dependence
Grow trading usage across asset classes (equities, options, futures, fx)
Grow trading usage across product stripe (single stock, pairs, portfolio, spreads)
Grow trading usage across regions (Americas, EMEA, Asia/Pac)
Grow trading usage for multi-broker routing
Track and record client data in "Neovest AM Account Tracking" spreadsheet on Sharepoint
Partnership
Work effectively and proactively with other teams to ensure exceptional service to clients
Communicate proactively with other teams, ensuring all stakeholders have current/relevant data
Become a trusted resource to other groups, someone who is frequently sought out because of the value you bring to the table
Team minded approach and mentality to the overall benefit of the firm
Controls
Use and exercise sound judgment in all situations
Manage escalation situations appropriately and expeditiously
Be organized and follow up with clients and follow through with commitments
Ensure accuracy in all client related business (trading, booking, settlement, etc.)
Be consistently dependable and reliable to clients and other teams