JPMorgan Client Support - Wealth Advisor Associate 

India, Karnataka, Bengaluru 

380564992

Specific Responsibilities Include:

• Reviewing sophisticated estate plans, including wills and trusts, to obtain a thorough understanding of the plans and flow of assets with the ultimate goal of providing insightful client materials summarizing the estate plans
• Partnering with Wealth Advisors to provide meaningful material and presentations to clients and prospective clients
• Preparing presentations and materials for client and prospective client meetings
• Coordinating with stakeholders on client needs, meeting agendas, and managing client follow-up
• Provide insights during pre-call meetings and contribute meaningfully
• Researching Wealth Advisor inquiries and managing follow-up communication and materials
• Partnering with various Wealth Advisors to service clients

Personal Attributes & Requirements

We seek candidates with a unique blend of leadership, interpersonal and analytical skills. In addition to functional responsibilities, the lead is expected to act as a key engagement point with location teams and lead a highly motivated team for both qualitative and quantitative resources to understand complex financial situations and present solutions. Specific qualifications include:

• University degree holder(LLB or equivalent)and / or with 5-8years of professional experience in a similar capacity
• Excellent attention to detail and understanding of nuances of legal terminology
• Experience with US tax system (e.g., federal income tax and transfer tax (gift, estate, and generation-skipping transfer (GST) tax) (Preferred)
• Experience with US marital property law (Preferred)
• US trust and estate experience (Preferred)
• Experience with trust administration
• Fluency in English and experience working in US legal industry (Preferred)
• Excellent stakeholder engagements skills
• Strong team orientation: must be willing to partner with a number of Wealth Advisors.
• Experience presenting in one-on-one meetings with internal partners
• Inclination to understand market dynamics and develop expertise
• PowerPoint and Excel expertise required
• Strong understanding of the needs and sensitivities of client management
• Absolute discretion when dealing with confidential matters
• Able to work under minimal supervision; adaptable to work in demanding environment
• Detail-oriented and results-focused
• Excellent interpersonal skills, both written and oral
• Exceptional follow-up and follow-through skills

Should be flexible with EMEA /LATAM shifts