JPMorgan Client Support Associate 

India, Karnataka, Bengaluru 

231519355

Job Summary:

We work with Advisors through the entire sales lifecycle including:

Banker Support

• Lead Generation :
  • Indigenous Lead identification and prospect profiling based on the Advisor Industry and Sector preference
  • Provide intelligence to Advisors for meaningful conversations and conversions
  • Maintaining prospect pipeline and have regular follow-ups to ensure periodic action on identified names
  • Creation of custom Investment Proposals, Goals Based Analysis and Pitchbook Materials that aids in conversion of Prospects to Clients
• Client Onboarding :
  • Mastery of account opening and performance reporting processes with ability to escalate and rush deliverables as needed
  • Coordinating with Onboarding and KYC teams for resolution of Account Opening queries on behalf of Advisors
• Client Engagement :
  • Creation of Performance Reviews with actionable Insights, Goals Based Analysis for portfolio re-alignments
  • Coordinating with global Investment Specialists, Wealth Strategists and Lending Specialist Advisors on client needs, meeting agendas and managing client follow-up
  • Proactively identify deepening opportunities for Advisors for additional flows from clients
  • Identify Large Cash Deposits and possible investments based on Client strategy
• Management / Operational Support
  • Weekly Flows commentary update for reporting
  • Uses banker scorecard to identify prospective client opportunities and deepening opportunities within current client base
  • Provide leverage to the banker on daily client priorities

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
• Has a fundamental understanding of quantitative and qualitative data
• Actively develops process on following the markets through attending Morning Meeting & other internal meetings and by reading internal and external publications
• Uses current events to generate new opportunities and monitors books for deepening opportunities
• Masters understanding of Goals Based Analysis and Portfolio Insights
• Able to effectively work 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
• Proactively resolve exceptions, open items and transactional issues
• 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

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 (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