Client Advisor Support Associate

**JOB DESCRIPTION**
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. The International Private Bank (IPB) caters to clients from 80+ countries and operates in nine languages. The India team supports the Private Bank Advisors and assists in client service across the sales life cycle. The Sales Support function is integral to GPB, promoting new client acquisition and deepening existing client relationship.

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**:

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

- Mastery of account opening and performance reporting processes with ability to escalate and rush deliverables as needed
- Coordinating with Onboarding and KYC teams for resolution of Account Opening queries on behalf of Advisors
- **Client Engagement**:

- Creation of Performance Reviews with actionable Insights, Goals Based Analysis for portfolio re-alignments
- Coordinating with global Investment Specialists, Wealth Strategists and Lending Specialist Advisors on client needs, meeting agendas and managing client follow-up
- Proactively identify deepening opportunities for Advisors for additional flows from clients
- Identify Large Cash Deposits and possible investments based on Client strategy
- **Management / Operational Support**
- Weekly Flows commentary update for reporting
- Uses banker scorecard to identify prospective client opportunities and deepening opportunities within current client base
- Provide leverage to the banker on daily client priorities

**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