Advisor Support-associate

23 hours 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.

  • Client Advisor Support

    2 weeks 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...

  • Client Advisor Support

    1 week ago

    Bengaluru, Karnataka, India JPMorganChase Full time

    **JOB DESCRIPTION** 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,...

  • Associate - Client Advisor Support

    1 week ago

    Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions using market dynamics. You have found the right team. As the Client Advisor 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...

  • Learning Support Advisor

    2 weeks ago

    Bengaluru, Karnataka, India Leafkart Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Role DescriptionThis is a full-time on-site role for a Learning Support Advisor, located in Bengaluru. The Learning Support Advisor will be responsible for providing exceptional customer support, ensuring customer satisfaction, and offering technical support. They will handle customer inquiries, resolve issues, and communicate effectively with customers to...

  • Sps Advisor(Assr), Assr

    2 weeks ago

    Bengaluru, India ADCI - BLR 14 SEZ Full time

    Knowledge of ASSR process. (On-boarding seller) - Minimum of 12 months SPS experience - Must not be on an active performance plan SPS Associate Advisor will be responsible for improving the performance of the team on all key deliverables through quality support and coaching. - Associate Advisors are expected to effectively drive process changes in their...

  • Learning Support Advisor-EdTech

    2 weeks ago

    Bengaluru, Karnataka, India Leafkart Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role DescriptionThis is a full-time on-site role for a Learning Support Advisor in Bengaluru. The Learning Support Advisor will provide technical support, assist with customer inquiries, ensure customer satisfaction, and facilitate communication between customers and technical teams. The role includes addressing and resolving technical issues, providing...

  • Associate Specialist Technical Support

    4 days ago

    Bengaluru, Karnataka, India Empower Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and...

  • Digital Commercial Advisor

    23 hours ago

    Bengaluru, India Shell Full time

    **The Role**: **JOB TITLE: Digital Commercial Advisor** **Where you fit** - Shell has invested in developing differentiated Digital products where an alternative does not exist on the commercial market or is not sufficiently mature to serve a Shell business need - Many of these products remain differentiated compared to the broader market offerings, where...

  • Client Advisor Support

    3 days ago

    Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions using market dynamics. You have found the right team. As the Client Advisor 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...

  • Messaging Services Advisor

    1 week ago

    Bengaluru, Karnataka, India NTT DATA Full time

    **Req ID**: 340594 We are currently seeking a Messaging Services Advisor - O365 to join our team in Bangalore, Karnātaka (IN-KA), India (IN). **Messaging Services Advisor** - Typically, the Messaging Services Advisor is the Subject Matter Expert (SME) with Microsoft Exchange, Office 365 within Unified Messaging and Communication. - Good understanding and...