JPMorgan Client Advisor Support Associate 

India, Karnataka, Bengaluru 

778925802

Job Responsibilities-

• Conduct Research (including indigenous) prospects (using databases, general search) and create bios focusing on pertinent information to prepare the banker for the meeting
• Prepare presentations and materials for prospective client meetings (background research, other client connections, latest news, establish source of wealth, identify news/ politically exposed persons)
• Support the Client Onboarding process in partnership with Client Advisor/Banker and onshore analyst by liaising with middle office/Ops and other relevant groups – assisting in account opening documentation/review
• Prepare Pitchbooks and other marketing materials for client meeting including Goals Based Planning, Investment Proposals, Consolidated Asset Reports, Client Performance Reviews of Investments with insights and Portfolio Optimization/Rebalancing
• Support Client Advisors to develop and maintain strong relationships with high-net-worth clients, understanding their financial goals, preferences, and risk tolerance.
• Act as a catalyst for Client Advisors by proactively monitoring clients' portfolios and financial flows, staying abreast of market trends, regulatory changes, and economic developments that may impact their wealth management strategies.
• Support Client Advisors by attending PB Morning Meetings and reviewing client portfolios to assess progress towards goals, adjust investment strategies, and recommend changes as needed.
• Stay informed about competitive offerings and industry trends in private banking and wealth management, leveraging market insights to enhance client service and drive business growth.
• Perform a role of Advisor to Client Advisors by identifying opportunities to deepen client relationships and expand the breadth of services provided, including cross-selling additional products and services.

Specific responsibilities of the individual in a Regional / Market(s) lead role would be as follows -

• The lead would need to be hand-on, develop in-depth subject matter expertise with the tasks described above and contribute to the particular Region / Market aligned, as well as guide the junior resources on the team with functional nuances

• Responsible for Business Development – Apply business / product / process understanding to identify opportunities to build depth in the function, move up the value chain from a complexity standpoint and work towards end to end ownership of appropriate tasks

• Establish strong controls and governance framework to ensure proper integration of the India team with the global partners

• Stakeholder management – effective communication and regular status reporting to key business stakeholders

• Analyze existing capabilities and identify priority gaps and opportunities; drive process efficiencies and best practices within the team

• Lead and be the catalyst for change as requirements and priorities shift as we progress from planning to execution

• Encourage and drive collaboration with related functions/groups supporting this business locally and globally to drive integration and efficiency

• Be part of Performance Appraisals, monthly 1:1s and employee career development

Required qualifications, skills and capabilities

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:

• MBA/CFA/FRM/CFP or an equivalent professional degree with 7+ years of experience

• Broad experience in Financial/Banking Industry and excellent understanding of the investment life cycle, products and asset classes

• Experienced people manager adapt at working in matrix organization and managing dynamic high performance teams

• Proactive, self-motivated and solution oriented approach, project management skills would be useful

• Hands on multi-tasker, self directed, capable of working independently and as part of the team.

• Excellent stakeholder engagements skills, strong understanding of the needs and sensitivities of client management

• Absolute discretion when dealing with confidential matters. Able to work independently and adaptable to work in demanding environment

• Excellent interpersonal skills, both written and oral. Exceptional follow-up and follow-through skills. PowerPoint and Excel expertise required

Preferred qualifications, skills and capabilities

• Knowledge of BI Tools to lead business/process simplification initiatives would useful

• Any experience in building and leading offshore teams would be helpful