Job Description
You are a strategic thinker passionate about driving solutions using Client Management. You have found the right team.
As the Client Advisor in our Private Banking 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
Awareness 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
Periodic 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 2 to 4 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
ABOUT US
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.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
As the Client Advisor in our Private Banking 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
Awareness 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
Periodic 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 2 to 4 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
ABOUT US
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.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
💡 Quick Summary
Seeking a career-building opportunity? The Client 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.
