JPMorgan Client Advisor Support Associate 

India, Karnataka, Bengaluru 

995087138

Job responsibilities:

• Prepare presentations and materials for client and prospective client meetings.
• Thoroughly understand Asset Classes and characteristics.
• Work on Investment Proposals, Goal-Based Analysis, and Investment Reviews.
• Coordinate with global investment specialists, wealth advisors, and capital advisors on client needs, meeting agendas, and managing client follow-up.
• Provide insights during pre-call meetings and contribute meaningfully.
• Ensure accurate information is provided for Client Onboarding activities.
• Research client inquiries and manage follow-up communication and materials.
• Periodically update client information.
• Partner with various functional partners to service clients.
• Handle a small team of 5 to 10 people.

Required qualifications, capabilities and skills:

• 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.
• University degree holder (including MBA / CFA) and / or with 8+ years of professional experience in a similar capacity
• Excellent stakeholder engagements skills
• Inclination to understand market dynamics and develop expertise
• Fluency in English required.
• 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

Preferred qualifications, capabilities and skills:

• Team Management Experience is preferred
• Fluency in Mandarin will be an added advantage.