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JPMorgan Client Advisor Support 
India, Karnataka, Bengaluru 
656553437

23.11.2024

Job Summary:

- As a Client Advisor Support Associate within the J.P. Morgan Private Bank, you will play a crucial role in supporting Private Bank Advisors and operating as an extension of the global team.
- Your responsibilities will span across the sales lifecycle, from lead generation to client onboarding and engagement.
- You will provide fully integrated intelligence, connecting all touch points across the client lifecycle to help promote new client acquisition as well as deepening of books of existing clients.- Your excellent communication, analytical, and organizational skills will be key in this role.

We work with Advisors through the entire sales lifecycle including:
- Banker Support
- Lead Generation
- Client Onboarding
- Client Engagement
- Management / Operational Support


Job responsibilities

  • Have Strong knowledge of Asset Classes and suites of Funds offered through JPM and their overall strategies which is put to good use to match goals of Clients Investment needs
  • Prepare customized Client presentations for Investment Specialist’s review meeting
  • Have a fundamental understanding of quantitative and qualitative data
  • Develop process on following the markets through attending Morning Meeting & other internal meetings and by reading internal and external publications
  • Use current events to generate new opportunities and monitors books for deepening opportunities
  • Master understanding of Goals Based Analysis and Portfolio Insights
  • Work effectively with WM Solutions colleagues to develop solutions for clients
  • Be familiar with the bank’s credit documentation, including the terms and conditions, the structure and its relevance to a transaction
  • Resolve exceptions, open items and transactional issues proactively.
  • Assist the team in preparing presentations and marketing materials, produce ad-hoc and regular management reporting, stress test scenarios, data analysis and any other team initiatives

Required qualifications, capabilities and skills:

  • University degree holder (including MBA / CFA / CFP) and / or with 5+ years of professional experience in a similar capacity.
  • Strong knowledge of Private Bank product offerings, asset class knowledge. Inclination to understand market dynamics and develop expertise.
  • Excellent communication (written and verbal), analytical and organizational skills
  • Excellent stakeholder engagements skills. Strong team management experience and ability to navigate matrix organization
  • 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. Exceptional follow-up and follow-through skills. Should be flexible with EMEA /LATAM shifts