JPMorgan Insurance Product Specialist - Associate Asia 

India, Maharashtra, Mumbai 

930082747

J.P. Morgan Wealth Management serves clients across the entire wealth spectrum. It includes the Private Bank and J.P. Morgan Securities, which serve high net worth and ultra-high net worth clients, and Chase Wealth Management, serving mass affluent and affluent clients.

Job Responsibilities:

• Support insurance referral activities including ongoing case management and tracking, coordination with external insurance brokers and internal parties such as advisors and finance on successful case tracking and reconciliation;
• Coordinate broker management and documentation reviews
• Support and coordinate appropriate risk and control governance framework for insurance referral activities including procedure and control governance forum review and presentations;
• Partner closely with team and leverage data and analytics capabilities to maintain records and management reporting of insurance referral activities on timely basis
• Coordinate with external insurance brokers or internal parties to provide internal insurance referral related communication and trainings; and
• Support and complete insurance referral and wealth planning related projects as needed

Required qualifications, capabilities, and skills:

• 3+ years of industry experience with postgraduate/graduate Degree preferred
• Extremely organized and delivery focused with the ability to work independently and balance multiple priorities, while remaining focused on accuracy and attention to detail
• Highly disciplined individual, self-motivated, fast learner, performs well under pressure in dynamic environment
• Proficiency with data analysis
• Strong written and verbal communication skills to thrive on a global team, with the ability to present logically, precisely and in a simple manner, complex and technical issues
• Basic knowledge & understanding of Asia Life Insurance industry

Preferred qualifications, capabilities, and skills:

• MBA with 2-4 years of experience
• Proven ability to work independently while competently handling multiple responsibilities, with a high degree of accuracy, in a high pressure environment
• High attention to detail
• Broad understanding of JPMorgan Asset Management, and Global Wealth Management specifically
• Experience using Microsoft Office, including Excel & PowerPoint
• Superior multi-tasking and organizational skills
• Excellent communication skills and poise giving presentations, especially to senior management
• Demonstrated aptitude for sales support and client relationship management
• The ability to be a dynamic member of a team
• Strong initiative, energy and confidence completing projects with limited supervision