Solutions Assistant

JPMorganChase; Bengaluru; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

JPMorganChase in Bengaluru seeks a Wealth Services Senior Associate to support CRM, analytics, and end-to-end sales lifecycle execution within the India team. You will partner with Wealth Managers and Senior Wealth Managers to ensure accurate data, efficient processes, and strong client outcomes.

The role requires strong collaboration, attention to detail, and the ability to operate in a dynamic, fast-paced environment, with exposure to global teams and reporting requirements.

Qualifications

• Experience in a similar role supporting financial services, wealth management, or sales operations.
• Strong understanding of client servicing and sales lifecycle processes.
• Ability to manage CRM systems and maintain data accuracy.
• Strong analytical skills with ability to interpret and present data effectively.
• Excellent verbal and written communication skills.
• Strong stakeholder management and collaboration skills.
• Ability to work independently in a fast-paced and demanding environment.
• High attention to detail and strong organizational skills.
• Proficiency in Microsoft Office tools including Excel, PowerPoint, Word, and Teams.

Responsibilities

• Manage CRM activities by recording opportunities in Salesforce and maintaining accurate data.
• Support financial administration, including funding processes and reconciliation activities.
• Conduct competitor and market analysis to identify trends and opportunities.
• Manage transfer processes, including follow-ups with providers and clients.
• Support client engagement activities, including documentation and administrative requirements.
• Prepare presentations and materials for client meetings, including research and portfolio insights.
• Produce business reports, including monthly and quarterly performance reviews.
• Enhance CRM and sales processes by improving reporting, analytics, and operational efficiency.
• Support development and execution of outbound campaigns and distribution channel activities.
• Analyze data to support financial planning, campaign effectiveness, and performance tracking.
• Deliver actionable insights to stakeholders based on data analysis and reporting.

Skills

CRM management

Data analysis

Stakeholder management

Communication

Excel

PowerPoint

Attention to detail

Independent work

Education

MBA

CFA

CA

FRM

Tools

Salesforce

Excel

PowerPoint

Teams

Job description

Job Description
We have an opportunity to impact your career and contribute to an innovative digital wealth platform. J.P. Morgan Personal Investing (JPMPI) is a leading digital wealth manager focused on empowering clients with guidance and investment solutions. You will play a key role in supporting Wealth Services by enabling seamless client servicing and sales lifecycle execution. This role offers exposure to global teams and the ability to work closely with senior wealth professionals. Join a collaborative and fast-paced environment focused on delivering high-quality client outcomes.

Job Description
We have an opportunity to impact your career and contribute to an innovative digital wealth platform. J.P. Morgan Personal Investing (JPMPI) is a leading digital wealth manager focused on empowering clients with guidance and investment solutions. You will play a key role in supporting Wealth Services by enabling seamless client servicing and sales lifecycle execution. This role offers exposure to global teams and the ability to work closely with senior wealth professionals. Join a collaborative and fast-paced environment focused on delivering high-quality client outcomes.
As a Wealth Services - Senior Associate within J.P. Morgan Personal Investing, you will support the Wealth Services team by enabling operational, analytical, and client servicing activities across the sales lifecycle. You will act as an extension of the UK-based team, partnering closely with Wealth Managers, Senior Wealth Managers, and Wealth Consultants. You will provide administrative and analytical support while ensuring accurate execution of processes and reporting. You will contribute to CRM management, campaign execution, and sales enablement initiatives. This role requires strong collaboration, attention to detail, and the ability to operate effectively in a dynamic environment.
J.P. Morgan Personal Investing (JPMPI) is the firm's digital wealth manager, providing clients with accessible investment guidance and solutions. The India team operates as an extension of the UK-based Wealth Services team, supporting end-to-end sales lifecycle activities. Team members support advisors by delivering operational, analytical, and reporting capabilities while maintaining a strong focus on client service excellence.

Job Responsibilities

• Manage CRM activities by recording opportunities in Salesforce and maintaining accurate data
• Support financial administration, including funding processes and reconciliation activities
• Conduct competitor and market analysis to identify trends and opportunities
• Manage transfer processes, including follow-ups with providers and clients
• Support client engagement activities, including documentation and administrative requirements
• Prepare presentations and materials for client meetings, including research and portfolio insights
• Produce business reports, including monthly and quarterly performance reviews
• Enhance CRM and sales processes by improving reporting, analytics, and operational efficiency
• Support development and execution of outbound campaigns and distribution channel activities
• Analyze data to support financial planning, campaign effectiveness, and performance tracking
• Deliver actionable insights to stakeholders based on data analysis and reporting

Required Qualifications, Capabilities, And Skills

• Experience in a similar role supporting financial services, wealth management, or sales operations
• Strong understanding of client servicing and sales lifecycle processes
• Ability to manage CRM systems and maintain data accuracy
• Strong analytical skills with ability to interpret and present data effectively
• Excellent verbal and written communication skills
• Strong stakeholder management and collaboration skills
• Ability to work independently in a fast-paced and demanding environment
• High attention to detail and strong organizational skills
• Proficiency in Microsoft Office tools including Excel, PowerPoint, Word, and Teams
• Understanding of confidentiality and client data sensitivity

Preferred Qualifications, Capabilities, And Skills

• Advanced degree or relevant qualification such as MBA, CFA, CA, or FRM
• Experience with analytics and visualization tools such as Tableau or Alteryx
• Experience with Python language
• Familiarity with digital wealth management platforms or financial advisory environments
• Strong problem-solving and critical thinking capabilities
• Experience working with global teams across multiple regions
• Interest in financial markets and investment advisory processes
• Ability to adapt quickly to changing business needs and priorities

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

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.