Global Private Bank - Advisor Support - Analyst

Aumni; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

JPMorganChase Private Bank is seeking a Client Advisor Support Analyst to assist Advisors and operate as an extension of the global team. You will support the sales lifecycle from lead generation to onboarding and engagement, provide integrated intelligence, and help promote new client acquisition while deepening existing client books.

You will prepare presentations, analyze asset classes, coordinate with global specialists, and ensure onboarding information is accurate.

Qualifications

• Graduate/PG degree from a reputed institute with minimum 2 years of experience.
• Excellent stakeholder engagements skills and inclination to understand market dynamics.
• First-hand experience creating PowerPoint and Tableau Dashboards.
• Experience/Exposure in AI/ML/BI Tools (Python, UI Path, Alteryx and Tableau).

Responsibilities

• Preparing presentations and materials for client and prospective client meetings.
• Excellent knowledge of Asset Classes and investment proposals and reviews.
• Coordinating with global investment specialists, wealth advisors and capital advisors on client needs.
• Ensure accurate information for Client Onboarding activities and manage follow-up communication.
• Periodic updating of client information in core banking systems and document minutes.
• Draw insights from large data and identify opportunities to streamline processes.

Skills

PowerPoint

Tableau

Dashboards

AI/ML/BI Tools

Python

UI Path

Alteryx

Stakeholder engagement

Client management

Education

Graduate / Postgraduate degree

Tools

PowerPoint

Tableau

Python

UI Path

Alteryx

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
• Ensure accurate information is provided for Client Onboarding activities and researching client inquiries and managing follow-up communication and materials
• Periodic updating 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 minimum 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
• French/Spanish/German/Hebrew language proficiency – reading/writing/speaking

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.

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. Build your career in Advisor Support while working in the world’s most innovative bank which values creativity and excellence.