Posted on 2021-11-08

CIB - Sales and Marketing - Credit Sales Assistant (China Team)

JPMorgan Chase Bank, N.A.

CIB - Sales and Marketing - Sales Assistant (China Team)

Key Responsibilities:

  • Handle, operate, and follow up on post-trade process to ensure smooth front to back workflows and accuracy of all entries, ensure internal controls are followed; check all risk and control measures (incl. not limit to coordinate with operations to pick up transactions; make client call; close/amend the deal; book the trade ; oversee settlement and post-trade activities)
  • Collaborate with Operations to ensure underlying requirements are adhered with, valuation statements are delivered, clients' audit requirements are responded to, and settlement processes are completed efficiently
  • Help to prepare presentation/marketing materials (generic and client-specific) covering market updates, product ideas, and regulatory frameworks for senior salespersons
  • Prepare Termsheets
  • Manage internal sales blotters, trade records, as well as prepare management reporting.
  • Ensure utmost precision in risk management on the desk: positions and swaps monitoring, Nostro-balance management, error-free squaring of risk
  • Provide timely support for internal queries and solve post-trade related issues.
  • Work closely with various internal parties i.e. Sales, Trading, Business Managers, RMs, Operation, IT, Risk, Client Services, Compliance, Legal etc.
  • Assist on ad-hoc requests and handle queries in a timely manner, work as partnership while consistently keeping an independent mindset.
  • Product Scope: mainly and not limited to fixed income and commodity
  • Participate in continuous improving of work flow and product development
  • Be able to help on ad-hoc requests from the Sales Desk and Clients
  • Good knowledge of system architecture (front to back workflow) and product knowledge
  • Document the above routines and processes
  • Report IT issues and processes requiring improvements
  • Working understanding of the applicable regulation


  • 1-3 years working experience in Sales or middle office roles in investment bank
  • Good knowledge in front-to-back sales cycle process; and good understanding of Risk, P&L and pricing
  • Understanding of basic operational risks
  • Market/Derivatives Knowledge is a plus
  • Good IT knowledge (Excel, VBA, data analysis/query)
  • Client focus and commercial attitude
  • Excellent interpersonal and communication skills (both written and verbal)
  • Proactive and displays strong self-organization and multi-tasking capacity
  • Passion for capital markets and trading environment
  • Attention to detail
  • Strong ethics and integrity
  • Ability to work well under pressure
  • Analytical mindset and problem solving


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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

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More job information
Job Function
Employment Term
  • Permanent
  • Full-time
  • 1 year - 3 years
Career Level
  • Non-management level
  • Degree