JPMorganChase
UK Financial Institution (FI) Sales Associate - Payments
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Payments FIG Sales - Associate Role
About the Role
Come join the UK FI Sales Team responsible for supporting Payments Sales Managers in managing client relationships and driving sales.
Job Summary
As a Payments FIG Sales – Associate within our dynamic sales team, you will support Sales Managers in fostering client relationships and promoting sales. Your core responsibilities will include:
- Preparing client research, pitching materials, and industry analyses
- Conducting project assignments
- Reviewing and analysing transactional data to identify trends, risks, and USPs (unique selling points)
- Supporting cross-functional stakeholder engagement to align broader firm interests with client objectives
Job Responsibilities
- Support the sales team in preparing sales pitch materials, client research, industry analysis, and project assignments
- Develop client account plans, briefing memos, and portfolio management reporting
- Assist the sales team in ensuring clients receive their agreed services
- Review and analyse transactional data—including account structure, cash flow, product usage, and regional/global setups—to highlight key trends, risks, and pricing inefficiencies
- Manage end-to-end sales processes, including pricing and fee billing set-up
- Support proposals for internal approvals and client execution
- Conduct research on client portfolios, identify wallet growth opportunities, and refine go-to-market strategies
- Engage in thorough due diligence for transaction flows, ensuring robust AML (Anti-Money Laundering) compliance
- Cross-functional collaboration to act as the client’s internal advocate, aligning firm-wide visions with client objectives
- Build and maintain relationships with key stakeholders across the sales team
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Required Qualifications, Capabilities & Skills
- A Bachelor’s degree or equivalent
- Strong verbal and written communication skills, with the ability to distil complex data into clear insights
- Proficient in Excel, Word, and PowerPoint
- Ability to mobilise internal resources and adapt to tight deadlines
- Motivational drive to develop both sales and technical expertise for future career progression
- A result-driven mindset—capable of high-pressure work to meet key targets
About J.P. Morgan
J.P. Morgan is a global leader in financial services, offering expert advice and tailored solutions to corporations, governments, high-net-worth individuals, and institutional investors. Our commitment to a first-class business in a first-class way approach underpins all client interactions—fostering enduring, value-driven partnerships.
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We champion diversity and inclusion as core organisational values. An equal opportunity employer, we are committed to an inclusive environment where every voice matters. We actively seek employees with the varied skills, backgrounds, and perspectives that enrich our collective success.
We accommodate religious practices, mental health needs, and disabilities as part of our commitment to an equitable workplace.
About the Team
J.P. Morgan’s Commercial & Investment Bank provides cutting-edge solutions in banking, markets, securities services, and payments. Serving over 100 countries, our specialists empower corporations, governments, and institutions with strategic advice, capital raising, risk management, and liquidity extension.
Our Culture and Commitment to Equality
J.P. Morgan stands as an equal opportunity employer. We promote equality by removing bias across our workforce, celebrating diverse talent at every level. Our inclusive culture ensures everyone thrives in a workplace where collaboration and innovation prevail.
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