CIB - FIG Sales - Analyst
J.P. Morgan
Panama, Panama
hace 1 día

Responsibilities

  • Support the TSM on all aspects of KYC preparation and approval for new clients and renewals.
  • Monitor & follow up status of AML inquiries.
  • Call preparation; providing research on products, markets and / or clients.
  • Assist TSM with reviews of account analysis statements and relationship review creation
  • Respond to issues related to the implementation of new products; escalate as appropriate.
  • Develop pricing pro forma and assist with proposal preparation, RFP response and presentation of product information
  • Support the TSM with Pipeline Management in all relevant systems
  • Initiate and oversee the client on-boarding process for new and incremental product sales.
  • Respond to issues related to the implementation of new products; escalate as appropriate.
  • Initiate and monitor Implementation requests liaising with the assigned implementations officer
  • Work with service partners to ensure smooth handoff post product on-boarding
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