JP Morgan Chase
3 weeks ago
Description:
J.P. Morgan Private Bank provides customized financial advice to help wealthy clients and their families achieve their goals through an elevated experience. Clients of the Private Bank work with dedicated teams of specialists that bring their investments and financial assets together into one comprehensive strategy, leveraging the global resources of J.P. Morgan across planning, investing, banking, philanthropy, family office management, fiduciary services, special advisory services and more. The Private Bank oversees more than $2.1 trillion in client assets globally.
As a Client advisor support associate, you would play a support role to the Private Bank Advisors, operate as an extension of the global team and be responsible to help on several aspects of servicing their clients across sales life cycle
Job responsibilities:
- Prepare presentations and materials for client and prospective client meetings
- Have 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 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+ 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 (Python, UI Path, Alteryx and Tableau) 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
JPMorganChase, 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, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an : For your candidature to be considered on this job, you need to apply necessarily on the company's redirected page of this job. Please make sure you apply on the redirected page as well.
-
JP Morgan Chase
4 weeks ago
Bengaluru, India JP Morgan Chase Full timeData Scientist Associate Senior Job Description: - Be part of a dynamic team where your distinctive skills will contribute to a winning culture and team.- As a Data Scientist Associate Senior at JP Morgan Chase within the Asset & Wealth Management, you serve as a seasoned member of an agile team to design and deliver trusted data collection, storage, access,...
-
JP Morgan Chase
6 days ago
Bengaluru, India JP Morgan Chase Full timeFund Servicing Job Description: Introductory Market Language- Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers. Job Summary:- As a Fund Servicing professional within our team, you will partner with other lines of business and offshore partners, providing oversight and support...
-
JP Morgan Chase
4 weeks ago
Bengaluru, India JP Morgan Chase Full timeFinancial Controller - Analyst Job Description: - You are a strategic thinker passionate about driving solutions in Controllers. You have found the right team.- As a Financial Controller Analyst in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. Job Responsibilities: - Apply up-to-date product, industry,...
-
JP Morgan Chase
3 weeks ago
Bengaluru, India JP Morgan Chase Full timeAre you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in our team to partner with the Business to provide a comprehensive view. As Risk modelling Associate, you will be responsible to review, test, document and perform other ad-hoc analysis with...
-
JP Morgan Chase
1 month ago
Bengaluru, India JP Morgan Chase Full timeClient Data Associate II Job Description: Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers. Job Summary: As a Client Data Associate within our KYC/AML team, you will be responsible for understanding and implementing KYC standards, guidelines, policies, and procedures. You will...
-
JP Morgan Chase
1 month ago
Bengaluru, India JP Morgan Chase Full timeClient Data Analyst Job Description: - Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers. Job Summary:- As a Client Data Analyst within our KYC/AML team, you will be responsible for understanding and implementing KYC standards, guidelines, policies, and procedures. You will...
-
JP Morgan Chase
3 weeks ago
Bengaluru, India JP Morgan Chase Full timeData Scientist Lead Job Description: - We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.- As a Data Scientist Lead at JPMorgan Chase within the Asset and Wealth Management, you are an integral part of an agile team that works to enhance, build, and deliver trusted market leading...
-
JP Morgan Chase
1 month ago
Bengaluru, India JP Morgan Chase Full timeControls Program Manager Job Description: As a Control Manager - Programs - Associate within the Business Risk team at JPMorgan Chase & Co., you will be the first line of defense, preventing, detecting, and monitoring operational, regulatory, and reputational risks. You will play a key role in supporting operational excellence and promoting strategic...
-
JP Morgan Chase
1 month ago
Bengaluru, India JP Morgan Chase Full timejob Description: As a Fund Accounting Associate within the JP Morgan Fund Accounting Team, you will have responsible for addressing shareholder and fund promoter queries via telephone, fax, or email regarding fund services and procedures. The role includes sending daily reports to fund promoters, releasing contract notes and statements, and responding to...
-
JP Morgan Chase
1 month ago
Bengaluru, India JP Morgan Chase Full timeData Controllers & Reporting - Analyst Job Description: - You are a strategic thinker passionate about driving solutions in Controllers . You have found the right team.- As a Data Controllers & Reporting Analyst in our Finance team, you will spend each day defining, refining and delivering set goals for our firm Job Responsibilities: - Apply up-to-date...
-
JP Morgan Chase
1 month ago
Bengaluru, India JP Morgan Chase Full timePayment Lifecycle Specialist (Operations Analyst) Job Description: Asia Core Cash Operations is responsible for completing fund transfer requests / payments / Cheques received from our clients both financial & non-financial institutions. Transaction requests are received through SWIFT / Cheques / Manual Instruction. Job Summary:- As a Payment Lifecycle...
-
JP Morgan Chase
1 month ago
Bengaluru, India JP Morgan Chase Full timeData Controllers & Reporting- Associate Job Description: - You are a strategic thinker passionate about driving solutions in Controllers . You have found the right team.- As a Data Controllers & Reporting Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. Job Responsibilities: - Apply up-to-date...
-
JP Morgan Chase
1 month ago
Bengaluru, India JP Morgan Chase Full timeBusiness Intelligence and Reporting- Associate Job Description: - The Business Intelligence(BI) team works with diverse data sources, leading requirements gathering, and ensuring accurate insights through thorough testing and effective dashboard management.- As a Business Intelligence Associate within our Product Teams, you will collaborate closely to...
-
JP Morgan Chase
1 day ago
Bengaluru, India JP Morgan Chase Full timeManaging Director of Software Engineering Job Description: - If you are looking for an opportunity to lead and shape the future of technology at one of the world's most influential companies, JPMorgan Chase is the place for you.- As a Managing Director of Software Engineering at JPMorgan Chase in the Consumer and Community Banking sector, you are an...
-
JP Morgan Chase
1 month ago
Bengaluru, India JP Morgan Chase Full timeReference Data Specialist Job Description: - You are a strategic thinker passionate about driving solutions in Static team (Receivables). You have found the right team.- As a Reference Data Specialist within our Static team, you will have the opportunity to promote solutions and contribute to our team's goals. You will be responsible for executing...
-
JP Morgan Chase
4 weeks ago
Bengaluru, India JP Morgan Chase Full timeProduct Director - Business Banking Job Description: - Ignite your passion for product innovation by leading customer-centric development, inspiring solutions, and shaping the future with your strategic vision and influence.- As a Product Director within the Business Banking division of JPMorgan Chase's Consumer and Community Banking, you will lead...
-
JP Morgan Chase
1 month ago
Bengaluru, India JP Morgan Chase Full timeDirector of Infrastructure Engineering Job Description: - At a world-renowned company like JPMorgan Chase, you can take the lead in shaping the future of technology, unleashing your full potential, and making your mark on the industry.- As a Director of Infrastructure Engineering at JPMorgan Chase within the Compute Platforms and Network Services under...
-
JP Morgan Chase
3 weeks ago
Bengaluru, India JP Morgan Chase Full timeDescription: Elevate your career by steering multi-faceted programs, integrating innovative solutions for a dynamic impact across global operations As a Data Management Director within JP Morgan's Corporate Sector, you will collaborate with stakeholders to establish governance and tooling requirements, as well as construct the BCBS Data Governance...
-
JP Morgan Chase
1 week ago
Bengaluru, India JP Morgan Chase Full timeDescription: You are a strategic thinker passionate about driving solutions in Legal Entity Controller. You have found the right team. As a Legal Entity Controller Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. Job Responsibilities: - Prepare the firm's reporting requirements for the...
-
JP Morgan Chase
1 day ago
Bengaluru, India JP Morgan Chase Full timeTech Risk and Controls Lead Job Description: - Join our team to play a pivotal role in mitigating tech risks and upholding operational excellence, driving innovation in risk management.- As a Tech Risk & Controls Lead in Cybersecurity & Tech Controls team, you will be responsible for identifying, and mitigating compliance and operational risks in line with...