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Client Support

3 weeks ago

Varthur Bengaluru Karnataka, India JPMorgan Chase & Co Full time

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

As the Client Advisor in our Private Banking team, you will spend each day defining, refining and delivering set goals for our firm.

**Shift Timings**: 6:30 AM to 3:30 PM IST**

**Job responsibilities**

This India team would play a support role to the Private Bank Advisors and their Analysts, operate as an extension of the global team and be responsible to help on several aspects of servicing their clients across sales life cycle
- **Prospecting**: Responsible to research (including indigenous) prospects (using databases, general search) and create bios focusing on pertinent information to prepare the banker for the meeting
- Preparing **presentations and materials for prospective client meetings** (background research, other client connections, latest news, establish source of wealth, identify news/ politically exposed persons)
- Supporting the **Client Onboarding process** in partnership with Client Advisor/Banker and onshore analyst by liaising with middle office/Ops and other relevant groups - assisting in account opening documentation/review
- Preparing **Pitchbooks** and other marketing materials for client meeting including Goals Based Planning, Investment Proposals, Consolidated Asset Reports, Client Performance Reviews of Investments with insights and Portfolio Optimization/Rebalancing

**Client Engagement and Deepening**
- Support Client Advisors to develop and maintain strong relationships with high-net-worth clients, understanding their financial goals, preferences, and risk tolerance.
- Be a catalyst for Client Advisors by proactively monitoring clients' portfolios and financial flows, staying abreast of market trends, regulatory changes, and economic developments that may impact their wealth management strategies.
- Support Client Advisors by attending PB Morning Meetings and reviewing client portfolios to assess progress towards goals, adjust investment strategies, and recommend changes as needed.
- Stay informed about competitive offerings and industry trends in private banking and wealth management, leveraging market insights to enhance client service and drive business growth.

Perform a role of Advisor to Client Advisors by identifying opportunities to deepen client relationships and expand the breadth of services provided, including cross-selling additional products and services. Be a player-coach.

**Required qualifications, capabilities, and skills**
- MBA/CFA/FRM/CFP or an equivalent professional degree with 7 - 10 years of experience
- Broad experience in Financial/Banking Industry and excellent understanding of the investment life cycle, products and asset classes
- Experienced people manager adapt at working in matrix organization and managing dynamic high performance teams
- Excellent stakeholder engagements skills, strong understanding of the needs and sensitivities of client management

**Preferred qualifications, capabilities, and skills**
- Proficiency (Spoken and written)in any of the following language: Mandarin, Spanish, French, Portuguese, Hebrew, German, Russian, Italian, Taiwanese, Hungarian
- Proactive, self-motivated and solution oriented approach, project management skills would be useful
- Knowledge of BI Tools to lead business/process simplification initiatives would useful

**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. We