Advisor Support Analyst in Private Banking

JP Morgan Services India Pvt Ltd; Bengaluru; On-site; INR 800,000 - 1,200,000; Full time

Job summary

JPMorganChase in Bengaluru seeks an Advisor Support Analyst to provide end-to-end support to Private Bank Advisors, aligning 1:1 with a specific office. You will coordinate across client touchpoints, assist with account openings, onboarding, fee management, and reporting, while ensuring accuracy and discretion in a fast-paced, matrix environment.

The role requires 2+ years of relevant experience, MBA/CFA/CFP or equivalent, strong product knowledge, and the ability to work flexible EMEA/LATAM

Qualifications

• University degree (MBA/CFA/CFP) and/or minimum 2 years of relevant experience in a similar role.
• Strong knowledge of Private Bank product offerings and asset classes.
• Excellent stakeholder management and communication skills.
• Strong organizational skills with the ability to manage multiple priorities and deliver high-quality output under time constraints.
• Demonstrated ability to work in and navigate a matrix environment; team leadership/coordination experience strongly valued.
• Advanced PowerPoint and Excel proficiency.
• Strong understanding of client management needs, sensitivities, and confidentiality expectations.
• Flexibility to support EMEA/LATAM shifts as required.

Responsibilities

• Provide end-to-end, high-touch support to Private Bank Advisors aligned 1:1 to a specific office.
• Coordinate banking and investment-related activities to ensure seamless execution across client touchpoints.
• Assist with account opening processes, documentation readiness, and fee management.
• Facilitate account maintenance and service requests with timely follow-up.
• Support investment workflow execution including mandate creation and updates.
• Assist onboarding requirements such as ISDA/Dodd-Frank documentation and investor onboarding processes.
• Produce periodic and ad hoc reporting for clients and internal stakeholders.
• Act as a key operational partner to Advisors with exceptional responsiveness and attention to detail.

Skills

Asset classes knowledge

PowerPoint proficiency

Excel proficiency

Stakeholder management

Time management

Communication skills

Education

MBA/CFA/CFP or 2+ years experience

Tools

PowerPoint

Excel

Job description

Global Private Bank - Advisor Support – Analyst Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Advisor Support team to partner with the Business. As an Advisor Support Analyst in the Global Private Bank Advisor Support team, you will provide end-to-end, high-touch support to Private Bank Advisors aligned 1:1 to a specific office.

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 Support Advisors across the full client lifecycle, from lead generation and pipeline support through client onboarding and ongoing client servicing.
• Provide integrated support across all client touchpoints, coordinating banking and investment-related activities to ensure seamless execution.
• Assist with account opening processes, documentation readiness, and fee management.
• Facilitate account maintenance and service requests, ensuring timely follow-up and completion.
• Support investment workflow execution including mandate creation and updates.
• Assist with onboarding requirements such as ISDA/Dodd-Frank documentation and related investor onboarding processes.
• Produce periodic and ad hoc reporting for clients and internal stakeholders.
• Act as a key operational partner to Advisors, ensuring exceptional responsiveness and attention to detail in client servicing requests.
• Proactively resolve exceptions, open items, and transactional issues to completion.
• Prepare presentations, marketing materials, and meeting content for Advisors and leadership and Produce ad hoc and recurring management reporting and support broader operational initiatives.

Required qualifications, skills, and capabilities:

• University degree (MBA/CFA/CFP) and/or minimum 2 years of relevant experience in a similar role.
• Strong knowledge of Private Bank product offerings and asset classes.
• Excellent stakeholder management and communication skills.
• Strong organizational skills with the ability to manage multiple priorities and deliver high-quality output under time constraints.
• Demonstrated ability to work in and navigate a matrix environment; team leadership/coordination experience strongly valued.
• Advanced PowerPoint and Excel proficiency.
• Strong understanding of client management needs, sensitivities, and confidentiality expectations.
• Flexibility to support EMEA/LATAM shifts as required.

Preferred Qualifications, Skills, and Experience

• Must be flexible to work shifts aligned to EMEA and/or LATAM coverage needs.
• Apply strong asset class knowledge and familiarity with JPMorganChase fund suites and strategies to support client solutioning aligned to client goals.
• Demonstrate strong attention to detail and a fundamental understanding of both quantitative and qualitative information.
• Stay current on markets by participating in morning meetings and relevant internal forums, and by reviewing internal and external publications.
• Partner effectively with WM Solutions colleagues and other stakeholders across a matrix organization to develop and implement client solutions.

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.

Experience Level Mid Level