J.P. Morgan Private Bank offers personalized financial advice to affluent clients, helping them achieve their goals through a comprehensive strategy that integrates their investments and financial assets. Our dedicated teams utilize J.P. Morgan's global resources across various sectors, managing over $2.1 trillion in client assets globally. The International Private Bank, with advisors in APAC, EMEA, and LatAm, caters to U.S. families living abroad and international families with U.S. interests. The India team supports the Private Bank Advisors, functioning as an integral part of the global team, assisting in various aspects of client service across the sales life cycle.

(however the India team members would not have any direct client interaction and not be involved in licensed activities, they will be responsible to partner/support the Client Advisors)

 

Job Summary

As a Client Advisor Support Analyst within our dynamic team, you will have the opportunity to prepare presentations and materials for client meetings, coordinate with global investment specialists, and manage client follow-up. You will also be responsible for ensuring accurate client onboarding and updating client information in our core banking systems. This role provides an excellent opportunity to apply your knowledge of Asset Classes and characteristics, and to draw insights from large data to identify opportunities for process improvement. We value your ability to work under minimal supervision and your detail-oriented and results-focused approach.

Job responsibilities

Prepare presentations and materials for client and prospective client meetings Ensure Excellent knowledge of Asset Classes and characteristics and ability to work on Investment Proposals, Goal Based Analysis, Investment Reviews Coordinate 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 Update periodically 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+ years of experience Excellent stakeholder engagements skills and inclination to understand market dynamics and develop expertise First-hand experience creating PowerPoint and Tableau Dashboards Experience/Exposure in AI/ML/BI Tools to drive innovation and efficiencies across teams. 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 French/Spanish/German language proficiency – reading/writing/speaking