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Client Advisor Support Analyst
JPMorgan Chase & Co.
posted 2d ago
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Flexible timing
Key skills for the job
Job Description
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.
- 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
- Banker Support
- Lead Generation
- Client Onboarding
- Client Engagement
- Management / Operational Support
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
- Prepare customized Client presentations for Investment Specialist s review meeting
- Have a fundamental understanding of quantitative and qualitative data
- Develop process on following the markets through attending Morning Meeting & other internal meetings and by reading internal and external publications
- Use current events to generate new opportunities and monitors books for deepening opportunities
- Master understanding of Goals Based Analysis and Portfolio Insights
- Work effectively with WM Solutions colleagues to develop solutions for clients
- Be familiar with the bank s credit documentation, including the terms and conditions, the structure and its relevance to a transaction
- Resolve exceptions, open items and transactional issues proactively.
- Assist the team in preparing presentations and marketing materials, produce ad-hoc and regular management reporting, stress test scenarios, data analysis and any other team initiatives
Required qualifications, capabilities and skills:
- University degree holder (including MBA / CFA / CFP) and / or with 2+ years of professional experience in a similar capacity.
- Strong knowledge of Private Bank product offerings, asset class knowledge. Inclination to understand market dynamics and develop expertise.
- Excellent communication (written and verbal), analytical and organizational skills
- Excellent stakeholder engagements skills. Strong team management experience and ability to navigate matrix organization
- PowerPoint and Excel expertise required. Strong understanding of the needs and sensitivities of client management
- Absolute discretion when dealing with confidential matters. Able to work under minimal supervision; adaptable to work in demanding environment
- Detail-oriented and results-focused. Exceptional follow-up and follow-through skills. Should be flexible with EMEA /LATAM shifts
Employment Type: Full Time, Permanent
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What people at JPMorgan Chase & Co. are saying
Support Analyst salary at JPMorgan Chase & Co.
reported by
5
employees
with 1-10
years exp.
₹9.8
L/yr - ₹14
L/yr
111%
more
than the average Support Analyst Salary in India
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What JPMorgan Chase & Co. employees are saying about work life
based on 5.7k employees
Flexible timing
Monday to Friday
No travel
Day Shift
JPMorgan Chase & Co. Benefits
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Employee Programs Wellness Programs Health Care and Insurance Plans Family Care Retirement Savings Programs
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