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JPMorgan Client Advisor Support Analyst 
India, Karnataka, Bengaluru 
650925543

03.09.2024

Job responsibilities

  • Preparing presentations and materials for client and prospective client meetings
  • Excellent knowledge of Asset Classes and characteristics and ability to work on Investment Proposals, Goal Based Analysis, Investment Reviews
  • Coordinating with global investment specialists, wealth advisors and capital advisors on client needs, meeting agendas, and managing client follow-up
  • Ensure accurate information is provided for Client Onboarding activities and researching client inquiries and managing follow-up communication and materials
  • Periodic updating of client information in core banking systems, partnering with various functional partners and departments to service clients and diligently document minutes of client meetings
  • Draw insights from large data(Quantitative & Qualitative Analysis) and identify opportunities to streamline or automate existing process

Required qualifications

  • Graduate / Post graduate degree from a reputed institute with 2+ years of experience
  • Excellent stakeholder engagements skills and inclination to understand market dynamics and develop expertise
  • First-hand experience creating PowerPoint and Tableau Dashboards
  • Experience/Exposure in AI/ML/BI Tools to drive innovation and efficiencies across teams.
  • Strong understanding of the needs and sensitivities of client management

Preferred qualifications

  • Private Banking / Asset & Wealth Management knowledge a plus.
  • Able to work under minimal supervision; adaptable to work in demanding environment
  • Detail-oriented and results-focused
  • French/Spanish/German language proficiency – reading/writing/speaking