Client Advisor Support

7 hours ago

Bengaluru Karnataka, India JPMorgan Chase Full time

J.P. Morgan Private Bank provides affluent clients with personalized financial advice, leveraging our global resources to help them achieve their goals. Our dedicated teams manage over $2.1 trillion in client assets worldwide.
Across 55 U.S. markets, clients of the U.S. Private Bank (USPB) 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 International Private Bank (IPB) consists of three regions - APAC, EMEA, and LatAm, as well as the Global Families Group (GFG), covering U.S. families living abroad and international families who have businesses and personal interests in the U.S. Offering more than 1,000 advisors, the IPB works with clients from 80+ countries, does business in nine languages, and works alongside more than 30 regulators.

This India team 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 (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)

**Operating Model**

The team is aligned one to one with the Advisors (High Net Worth and Ultra High Net Work Bankers and Investment Specialists) for a particular Office and have proprietary access to the books of the Clients focusing on specific needs. We partner with the Advisors throughout the Sales lifecycle ensuring consistent high quality support with Advisor experience and Client experience at the heart of it.

**Job Summary**:
As a Client Advisor Support Associate within the J.P. Morgan Private Bank, you will play a crucial role in supporting Private Bank Advisors and operating as an extension of the global team. Your responsibilities will span across the sales lifecycle, from lead generation to client onboarding and engagement. You will provide fully integrated intelligence, connecting all touch points across the client lifecycle to help promote new client acquisition as well as deepening of books of existing clients. This role offers the opportunity to leverage your strong knowledge of asset classes and fund strategies, and your ability to understand complex financial situations and present solutions. Your excellent communication, analytical, and organizational skills will be key in this role.

We work with Advisors through the entire sales lifecycle including:
**Banker Support**

**Lead Generation**:

- Provide intelligence to Advisors for meaningful conversations and conversions. Indigenous Lead identification and prospect profiling based on the Advisor Industry and Sector preference. Maintain prospect pipeline and have regular follow-ups to ensure periodic action on identified names
- Create custom Investment Proposals, Goals Based Analysis and Pitchbook Materials that aids in conversion of Prospects to Clients

**Client Onboarding**:

- Master account opening and performance reporting processes with ability to escalate and rush deliverables as needed
- Coordinate with Onboarding and KYC teams for resolution of Account Opening queries on behalf of Advisors

**Client Engagement**:

- Create of Performance Reviews with actionable Insights, Goals Based Analysis for portfolio re-alignments
- Coordinate with global Investment Specialists, Wealth Strategists and Lending Specialist Advisors on client needs, meeting agendas and managing client follow-up
- Identify proactively deepening opportunities for Advisors for additional flows from clients. Identify Large Cash Deposits and possible investments based on Client strategy

**Management / Operational Support**
- Update Weekly Flows commentary for reporting. Use banker scorecard to identify prospective client opportunities and deepening opportunities within current client base
- Provide leverage to the banker on daily client priorities

**Job Responsibilities
- Have Strong knowledge of Asset Classes and suites of Funds offered through JPM and their overall strategies which is put to good use to match goals of Clients Investment needs
- Prepare customized Client presentations for Investment Specialist's review meeting
- Have a fundamental understanding of quantitative and qualitative data
- Develop process on following the markets through attending Morning Meeting & other internal meetings and by reading internal and external publications
- Use current events to generate new opportunities and monitors books for deepening opportunities
- Master understanding of Goals Based Analysis and Portfolio Insights
- Work effectively with WM Solutions colleagues to develop solutions for clients
- Be familiar with the bank's credit documentation, including the terms and conditi

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