Job Description
You are a strategic thinker passionate about driving solutions using banking skills. You have found the right team.
As the Deposit Sales professional in our Wealth Management Solutions team you will spend each day defining, refining and delivering set goals for our firm
Job responsibilities
Prepare daily deposit solutions rates and distribute to advisors community
Prepare presentation materials for Senior Management meetings and Client pitches
Maintain all marketing materials to ensure contents are updated and disclaimers are accurate and prepare excel reports including client/markets participation rate, distribution list of securities in demand bi-weekly, analyze and identify SL revenue opportunities
Assist in sales support for the Securities Lending/Deposit Practice business within the Asia Private Bank franchise
Maintenance of Banking Products process flow documentation of end-to-end system workflow.
Assist in SL account onboarding, maintain onboarding checklist, follow up with advisors/internal stakeholders (i.e. account onboarding team)/external stakeholders (i.e. HKIRD)
Coordinating with internal stakeholders (i.e. Business Management, Marketing team, Product Management team, Treasury team and etc.
Required qualifications, capabilities, and skills
2+ years of experience within financial services, preferably supporting the Banking business
Experience with Microsoft Office 365, e.g. Power point, Excel, Word
Detailed oriented and meticulous in submitting deliverables in a timely manner and follow up.
Strong proficiency with Excel, Word, PowerPoint
Ownership of issues to resolution and knowing when to seek help/escalate
Strong written and verbal communication skills to communicate problems and solutions
Team player with positive attitudes towards new tasks, dealing with obstacles in daily tasks, details oriented and willingness to put in additional efforts
Preferred qualifications, capabilities, and skills
Strategic and analytical thinker committed towards execution and results
Influencing skills to understand a variety of stakeholders from different functions
Team player who proactively shares knowledge and information within and outside the function
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.
As the Deposit Sales professional in our Wealth Management Solutions team you will spend each day defining, refining and delivering set goals for our firm
Job responsibilities
Prepare daily deposit solutions rates and distribute to advisors community
Prepare presentation materials for Senior Management meetings and Client pitches
Maintain all marketing materials to ensure contents are updated and disclaimers are accurate and prepare excel reports including client/markets participation rate, distribution list of securities in demand bi-weekly, analyze and identify SL revenue opportunities
Assist in sales support for the Securities Lending/Deposit Practice business within the Asia Private Bank franchise
Maintenance of Banking Products process flow documentation of end-to-end system workflow.
Assist in SL account onboarding, maintain onboarding checklist, follow up with advisors/internal stakeholders (i.e. account onboarding team)/external stakeholders (i.e. HKIRD)
Coordinating with internal stakeholders (i.e. Business Management, Marketing team, Product Management team, Treasury team and etc.
Required qualifications, capabilities, and skills
2+ years of experience within financial services, preferably supporting the Banking business
Experience with Microsoft Office 365, e.g. Power point, Excel, Word
Detailed oriented and meticulous in submitting deliverables in a timely manner and follow up.
Strong proficiency with Excel, Word, PowerPoint
Ownership of issues to resolution and knowing when to seek help/escalate
Strong written and verbal communication skills to communicate problems and solutions
Team player with positive attitudes towards new tasks, dealing with obstacles in daily tasks, details oriented and willingness to put in additional efforts
Preferred qualifications, capabilities, and skills
Strategic and analytical thinker committed towards execution and results
Influencing skills to understand a variety of stakeholders from different functions
Team player who proactively shares knowledge and information within and outside the function
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 Asia Deposit Sales Support | Analyst position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.
