JPMorgan Client Advisor Support 

India, Karnataka, Bengaluru 

656553437

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