Job Description
J.P. Morgan Private Bank provides customized financial advice to help wealthy clients and their families achieve their goals through an elevated experience. Clients of the Private Bank work with dedicated teams of specialists that bring their investments and financial assets together into one comprehensive strategy, leveraging the global resources of J.P. Morgan across planning, investing, banking, philanthropy, family office management, fiduciary services, special advisory services and more. The Private Bank oversees more than $2.1 trillion in client assets globally.
As a Client advisor support associate, you would play a support role to the Private Bank Advisors, operate as an extension of the global team and be responsible to help on several aspects of servicing their clients across sales life cycle
Job responsibilities
- Prepare presentations and materials for client and prospective client meetings
- Have Excellent knowledge of Asset Classes and characteristics and ability to work on Investment Proposals, Goal Based Analysis, Investment Reviews
- Coordinate with global investment specialists, wealth advisors and capital advisors on client needs, meeting agendas, and managing client follow-up
- Ensure accurate information is provided for Client Onboarding activities and researching client inquiries and managing follow-up communication and materials
- Update periodically of client information in core banking systems, partnering with various functional partners and departments to service clients and diligently document minutes of client meetings
- Draw insights from large data(Quantitative & Qualitative Analysis) and identify opportunities to streamline or automate existing process
Required qualifications, capabilities, and skills
- Graduate / Post graduate degree from a reputed institute with 2+ years of experience
- Excellent stakeholder engagements skills and inclination to understand market dynamics and develop expertise
- First-hand experience creating PowerPoint and Tableau Dashboards
- Experience/Exposure in AI/ML/BI Tools (Python, UI Path, Alteryx and Tableau) to drive innovation and efficiencies across teams.
- Strong understanding of the needs and sensitivities of client management
Preferred qualifications, capabilities, and skills
- Private Banking / Asset & Wealth Management knowledge a plus.
- Able to work under minimal supervision; adaptable to work in demanding environment
- Detail-oriented and results-focused
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
