Client Advisor Support
2 weeks ago
**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 client and prospective client meetings
- Thorough knowledge of Asset Classes and characteristics
- Ability to work on Investment Proposals, Goal Based Analysis, Investment Reviews
- Coordinating with global investment specialists, wealth advisors and capital advisors on client needs, meeting agendas, and managing client follow-up
- Provide insights during pre-call meetings and contribute meaningfully
- Ensure accurate information is provided for Client Onboarding activities and researching client inquiries and managing follow-up communication and materials
- Periodic updating of client information and partnering with various functional partners to service clients
Required qualifications, capabilities, and skills
- Post graduate degree (MBA/PGDBM) from a reputed institute /CFA with 7 to 10 years of experience
- Excellent stakeholder engagements skills and Fluency in English required
- Inclination to understand market dynamics and develop expertise and Absolute discretion when dealing with confidential matters
- Strong understanding of the needs and sensitivities of client management and PowerPoint and Excel expertise required
Preferred qualifications, capabilities, and skills
- Able to work under mínimal supervision; adaptable to work in demanding environment
- Detail-oriented and results-focused
- Excellent interpersonal skills, both written and oral
- Exceptional follow-up and follow-through skill
**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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
**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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