Job Description
Full Job Description
You are a strategic thinker passionate about driving solutions using market dynamics. You have found the right team.
As the Client Advisor in our Global Private Bank Advisor Support Team, you will spend each day defining, refining and delivering set goals for our firm
Job responsibilities
Preparing presentations and materials for client and prospective client meetings
Thorough knowledge of Asset Classes and characteristics
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
Provide insights during pre-call meetings and contribute meaningfully
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 and partnering with various functional partners to service clients
Required qualifications, capabilities, and skills
Post graduate degree (MBA/PGDBM) from a reputed institute /CFA with 1 to 4 years of experience
Excellent stakeholder engagements skills and Fluency in English required
Inclination to understand market dynamics and develop expertise and Absolute discretion when dealing with confidential matters
Strong understanding of the needs and sensitivities of client management and PowerPoint and Excel expertise required
Preferred qualifications, capabilities, and skills
Able to work under minimal supervision; adaptable to work in demanding environment
Detail-oriented and results-focused
Excellent interpersonal skills, both written and oral
Exceptional follow-up and follow-through skills
JPMorgan Chase & Co., 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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
You are a strategic thinker passionate about driving solutions using market dynamics. You have found the right team.
As the Client Advisor in our Global Private Bank Advisor Support Team, you will spend each day defining, refining and delivering set goals for our firm
Job responsibilities
Preparing presentations and materials for client and prospective client meetings
Thorough knowledge of Asset Classes and characteristics
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
Provide insights during pre-call meetings and contribute meaningfully
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 and partnering with various functional partners to service clients
Required qualifications, capabilities, and skills
Post graduate degree (MBA/PGDBM) from a reputed institute /CFA with 1 to 4 years of experience
Excellent stakeholder engagements skills and Fluency in English required
Inclination to understand market dynamics and develop expertise and Absolute discretion when dealing with confidential matters
Strong understanding of the needs and sensitivities of client management and PowerPoint and Excel expertise required
Preferred qualifications, capabilities, and skills
Able to work under minimal supervision; adaptable to work in demanding environment
Detail-oriented and results-focused
Excellent interpersonal skills, both written and oral
Exceptional follow-up and follow-through skills
JPMorgan Chase & Co., 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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
💡 Quick Summary
Seeking a career-building opportunity? The Advisor Support|Analyst position is now open for candidates interested in the Bank Jobs sector. This role in Bengaluru offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
