JPMorgan Client Advisor Support Associate 

India, Karnataka, Bengaluru 

470172464

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. This role offers the opportunity to leverage your strong knowledge of asset classes and fund strategies, and your ability to understand complex financial situations and present solutions. 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 :
  • 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
• 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, skills and capabilities:

• 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