Advisor Support-associate

3 months ago

Bengaluru, India JPMorgan Chase & Co Full time

**JOB DESCRIPTION**
You are a strategic thinker passionate about driving solutions using client advisory support skills. You have found the right team.

As the Client Advisor professional 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
- Coordinating with global investment specialists, wealth advisors and capital advisors on client needs, meeting agendas, and understanding client follow-up
- Assisting in account openings and account review
- Daily account administration
- Researching client inquiries and follow-up communication and materials
- Periodic updating of client information
- Client invitation/nominations for events and partnering with various functional partners to service clients

Required qualifications, capabilities, and skills
- University degree holder (including MBA / CFA) and / or with 5-8 years of professional experience in a similar capacity
- Excellent stakeholder engagements skills
- Fluency in English required
- PowerPoint and Excel expertise required
- Strong understanding of the needs and sensitivities of client management
- Excellent interpersonal skills, both written and oral
- Absolute discretion when dealing with confidential matters

Preferred qualifications, capabilities, and skills
- Able to work under mínimal supervision; adaptable to work in demanding environment
- Detail-oriented and results-focused
- Exceptional follow-up and follow-through skills

**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, sexual 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.

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