Wealth Advisor Support-associate

6 months ago

Bengaluru, India JPMorgan Chase & Co Full time

**JOB DESCRIPTION**
You are a strategic thinker passionate about driving solutions using financial and legal knowledge skills. You have found the right team.

As the Wealth Advisor professional in our team you will spend each day defining, refining and delivering set goals for our firm

Job responsibilities
- You will be reviewing sophisticated estate plans, including wills and trusts, to obtain a thorough understanding of the plans and flow of assets with the ultimate goal of providing insightful client materials summarizing the estate plans
- You will be partnering with Wealth Advisors to provide meaningful material and presentations to clients and prospective clients
- You will be preparing presentations and materials for client and prospective client meetings
- Coordinating with stakeholders on client needs, meeting agendas, and understanding client follow-up
- Provide insights during pre-call meetings and contribute meaningfully
- Researching Wealth Advisor inquiries and understanding follow-up communication and materials
- You will partner with various Wealth Advisors to service clients

Required qualifications, capabilities, and skills
- University degree holder (LLB or equivalent) and / or with 5-8 years of professional experience in a similar capacity
- Excellent attention to detail and understanding of nuances of legal terminology
- Experience with trust administration
- Excellent stakeholder engagements skills
- Strong team orientation: must be willing to partner with a number of Wealth Advisors. Initially the role will cover the U.S. Private Bank West Region

Preferred qualifications, capabilities, and skills
- Fluency in English and experience working in US legal industry (preferred)
- Experience with US marital property law (preferred)
- US trust and estate experience (preferred)
- Experience with US tax system (e.g., federal income tax and transfer tax (gift, estate, and generation-skipping transfer (GST) tax) (preferred)

**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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