International Private Bank Client Experience
1 week ago
You are a strategic thinker passionate about driving solutions in client experience. You have found the right team.
As an Associate in our International Private Bank Client Experience team, you will spend each day defining, refining, and delivering set goals for our firm. You will optimize business performance by building and expanding a best-in-class New Client Welcome experience, supporting clients during their first 90 days at J.P. Morgan and helping them leverage our digital platforms. You will collaborate with Advisors, Professionals, Client Service teams, and colleagues across regions to craft a personalized and seamless onboarding journey. Your responsibilities will include enabling personalized welcome calls, facilitating digital engagement from day one, and coordinating special touch points such as gifts, welcome notes, and leadership calls, all while maintaining a high standard of accuracy and first-time right delivery.
Job responsibilities
- Review account setups and profiles for brand-new clients, ensuring seamless navigation of J.P. Morgan Online and other digital offerings.
- Enhance the overall client experience by supporting the end-to-end journey during the first 90 days, including organizing welcome gifts, preparing senior leadership communication updates, and coordinating client welcome calls.
- Produce regular reports on progress and key KPIs for data-based decision making and transparency.
- Participate in initiatives to enhance business processes, identify and mitigate risks, and maintain operational integrity.
- Contribute to projects aimed at improving the overall client journey, collaborating with various stakeholders and technology partners.
- Build strong relationships with stakeholders and facilitate effective communication.
Required Qualifications, Skills, and Capabilities
- Strong communication skills with the ability to work with reports, effectively convey complex information, and take a solution-oriented approach to handling issues.
- Organized approach to controls and risk management, with a proactive attitude and ability to provide value-added support to business partners, ensuring accuracy and timeliness.
- Ability to prioritize multiple tasks and manage time efficiently.
- Structured problem-solving skills with proficiency in detailed analytics and issue identification using the Firm's tools and resources.
- Strong business acumen and technical literacy, with the ability to collaborate effectively with senior stakeholders and understand market requirements.
- Capable of working under minimal supervision and adapting to demanding environments, maintaining a detail-oriented and results-focused approach.
Preferred Qualifications, Skills, and Capabilities
- Bachelor's/Master's degree with over 8 years of relevant experience, preferably in the banking industry, client relationship management, or a related field.
- Proven leadership abilities with a track record of delivering results on time, capable of working independently and collaboratively.
-
Private Bank
2 weeks ago
Bengaluru, Karnataka, India JPMorganChase Full time US$ 4,00,000 - US$ 12,00,000 per yearJOB DESCRIPTIONAre you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Transformation team to partner with the BusinessAs a Private Bank - Business Transformation Associate in the International Transformation Office, supporting the International...
-
Private Bank
2 weeks ago
Bengaluru, Karnataka, India JPMorganChase Full time US$ 40,000 - US$ 1,20,000 per yearDescriptionAre you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Transformation team to partner with the BusinessAs a Private Bank - Business Transformation Associate in the International Transformation Office, supporting the International...
-
Private Bank
1 week ago
Bengaluru, Karnataka, India JPMorgan Chase Full time ₹ 8,00,000 - ₹ 14,00,000 per yearAre you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Transformation team to partner with the BusinessAs a Private Bank - Business Transformation Associate in the International Transformation Office, supporting the International Private Bank...
-
Bengaluru, Karnataka, India DBS Bank Full time ₹ 60,00,000 - ₹ 1,20,00,000 per yearJob PurposeTo deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business...
-
Private Bank
2 weeks ago
Bengaluru, Karnataka, India JPMorganChase Full time ₹ 30,00,000 - ₹ 70,00,000 per yearDescriptionAre you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Transformation team to partner with the BusinessAs a part of the International Transformation Office, supporting the International Private Bank Operating Committee, you will be...
-
Private Bank
2 weeks ago
Bengaluru, Karnataka, India JPMorgan Chase Full time ₹ 6,50,000 - ₹ 25,00,000 per yearAre you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Transformation team to partner with the BusinessAs a part of the International Transformation Office, supporting the International Private Bank Operating Committee, you will be aligned to a...
-
Manager, Private Banking CDD Review
7 days ago
Bengaluru, Karnataka, India Standard Chartered Bank Full time ₹ 6,00,000 - ₹ 18,00,000 per yearJob ID: 41464Location: Bangalore, INArea of interest: OperationsJob type: Regular EmployeeWork style: Hybrid WorkingOpening date: 6 Oct 2025Job SummaryKey responsibility is to perform client acceptance reviews which is inclusive of, but not limited to; name screening, CDD and KYC checks, risk profile assessment of prospects, trigger review management etc....
-
Private Banker
1 week ago
Bengaluru, Karnataka, India TriGen Wealth Full time ₹ 6,00,000 - ₹ 18,00,000 per yearCompany DescriptionTriGen Wealth, under the umbrella of Prime Securities Ltd, is dedicated to delivering innovative, client-focused financial solutions. Founded by industry leaders Mr. Sailesh Balachandran and Mr. Maneesh Kapoor, TriGen Wealth blends expertise, innovation, and foresight in wealth services. The firm, backed by Prime Securities' legacy and...
-
Bengaluru, Karnataka, India DBS Bank Full time ₹ 10,00,000 - ₹ 12,00,000 per yearBusiness FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI),...
-
Senior Private Banker
2 weeks ago
Bengaluru, Karnataka, India, Karnataka Green Lane Talent Management Full timeJob Title: Private Banker/Senior Private BankerLocation: Bangalore (Mumbai, Delhi positions are also available)Company: Global Private Clients division of a rapidly growing Indian financial firmAbout Us: Join one of India’s leading financial firms as we expand our Global Private Clients division. We are committed to providing exceptional service and...