Global Private Bank - Advisor Support - Analyst

JPMorganChase; Bengaluru; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

JPMorganChase in Bengaluru is seeking a Client Advisor Support Analyst within the Private Bank to play a crucial role in supporting Private Bank Advisors and operating as an extension of the global team.

Your responsibilities span the sales lifecycle from lead generation to client onboarding and engagement, providing fully integrated intelligence across touchpoints to promote new client acquisition and deepen existing books.

Qualifications

• Experience supporting Private Bank Advisors.
• Strong knowledge of asset classes and investment concepts.
• Ability to coordinate with global investment specialists and wealth advisors.

Responsibilities

• Preparing presentations and materials for client and prospective client meetings
• Excellent knowledge of Asset Classes and characteristics and ability to work on Investment Proposals, Goal Based Analysis, Investment Reviews
• Coordinating with global investment specialists, wealth advisors and capital advisors on client needs, meeting agendas, and managing client follow-up

Skills

Communication skills

Analytical skills

Organizational skills

Job description

Job Description

The team is aligned one to one with the Advisors (High Net Worth and Ultra High Net Work Bankers and Investment Specialists) for a particular Office and have proprietary access to the books of the Clients focusing on specific needs. We partner with the Advisors throughout the Sales lifecycle ensuring consistent high quality support with Advisor experience and Client experience at the heart of it.

Job Description

The team is aligned one to one with the Advisors (High Net Worth and Ultra High Net Work Bankers and Investment Specialists) for a particular Office and have proprietary access to the books of the Clients focusing on specific needs. We partner with the Advisors throughout the Sales lifecycle ensuring consistent high quality support with Advisor experience and Client experience at the heart of it.

As a Client Advisor Support Analyst within the J.P. Morgan Private Bank, you will play a crucial role in supporting Private Bank Advisors and operating as an extension of the global team.

• Your responsibilities will span across the sales lifecycle, from lead generation to client onboarding and engagement.
• You will provide fully integrated intelligence, connecting all touch points across the client lifecycle to help promote new client acquisition as well as deepening of books of existing clients.
• This role offers the opportunity to leverage your strong knowledge of asset classes and fund strategies, and your ability to understand complex financial situations and present solutions.
• Your excellent communication, analytical, and organizational skills will be key in this role.

We work with Advisors through the entire sales lifecycle including:

• Banker Support
• Lead Generation
• Client Onboarding
• Client Engagement
• Management / Operational Support

Job responsibilities

• Preparing presentations and materials for client and prospective client meetings
• Excellent knowledge of Asset Classes and characteristics and ability to work on Investment Proposals, Goal Based Analysis, Investment Reviews
• Coordinating with global investment specialists, wealth advisors and capital advisors on client needs, meeting agendas, and managing client follow-up