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JPMorgan Client Support Analyst 
India, Karnataka, Bengaluru 
256927137

02.07.2024

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

JobResponsibilities

  • 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

Job 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 (including MBA / CFA / CFP) and / or with 1+ 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