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Client Advisor Support - Team Leader
JPMorgan Chase & Co.
posted 3hr ago
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Job Description
You are a strategic thinker passionate about driving solutions using Client Management. You have found the right team.
As a Client Advisor within our Private Banking team, you will be responsible for defining, refining, and achieving the set goals for our firm on a daily basis.
Job responsibilities
- Preparing presentations and materials for client and prospective client meetings
- Being aware 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
- Periodically 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
- PowerPoint and Excel expertise required
- 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
Employment Type: Full Time, Permanent
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Flexible timing
Monday to Friday
No travel
Day Shift
JPMorgan Chase & Co. Benefits
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