Client Advisor Support

2 weeks ago


Bengaluru, India JPMorgan Chase & Co. Full time

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 minimum 5 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 minimal 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 skills
  • Client Advisor Support

    2 months ago


    Bengaluru, India JPMorgan Chase & Co. Full time

    You are a strategic thinker passionate about driving solutions using market dynamics. You have found the right team. As a Client Advisor within our Global Private Bank Advisor Support Team, you will be responsible for defining, refining, and achieving the set goals for our firm on a daily basis. Job responsibilities Prepare presentations and materials...


  • Bengaluru, India JPMorgan Chase & Co. Full time

    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 Job responsibilities Preparing presentations and materials for client and prospective client meetings ...


  • Bengaluru, India JPMorgan Chase & Co. Full time

    Job Responsibilities & Activities  . Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities, and products to ultra-high and high net worth individuals and families in 36 countries around the world. We enjoy relationships with 40% of the individuals on the Forbes Billionaire list making us...

  • Client Support

    1 month ago


    Bengaluru, India JPMorgan Chase & Co. Full time

    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...


  • Bengaluru, India JPMorgan Chase & Co. Full time

    Job Responsibilities & Activities  . Morgan Private Bank provides customized financial advice to help wealthy clients and their families achieve their goals through an elevated experience. Clients of the Private Bank work with dedicated teams of specialists that bring their investments and financial assets together into one comprehensive strategy,...


  • Bengaluru, India JPMorgan Chase & Co. Full time

    Job Responsibilities & Activities  . Morgan Private Bank provides customized financial advice to help wealthy clients and their families achieve their goals through an elevated experience. Clients of the Private Bank work with dedicated teams of specialists that bring their investments and financial assets together into one comprehensive strategy,...


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

    **JOB DESCRIPTION** Job Responsibilities & Activities** J.P. Morgan Private Bank provides customized financial advice to help wealthy clients and their families achieve their goals through an elevated experience. Clients of the Private Bank work with dedicated teams of specialists that bring their investments and financial assets together into one...


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

    **JOB DESCRIPTION** Job Responsibilities & Activities** J.P. Morgan Private Bank provides customized financial advice to help wealthy clients and their families achieve their goals through an elevated experience. Clients of the Private Bank work with dedicated teams of specialists that bring their investments and financial assets together into one...

  • Client Advisor

    1 month ago


    Bengaluru, Karnataka, India Louis Vuitton Full time

    POSTE As a **Client Advisor** in one of our stores, your role is to convey the Brand's values, history, ambitions, commitment to quality and creativity. Your mission is to ensure that clients receive a unique and personalized experience through your passion for our products, knowledge of our collections, your hospitality, sense of service and listening...


  • Bengaluru, India JPMorgan Chase & Co. Full time

    You are a strategic thinker passionate about driving solutions in “Client Advisor services”. You have found the right team As a Vice President Client Advisor Support within our dynamic team, you will be responsible for developing in-depth subject matter expertise, guiding junior resources, identifying and hiring appropriate talent, and ensuring...

  • Client Support

    1 month 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...


  • Bengaluru, India JPMorgan Chase Bank, N.A. Full time

    You are a strategic thinker passionate about driving solutions using client management 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...

  • ms JP Morgan Chase

    31 minutes ago


    Bengaluru, India JP Morgan Chase Full time

    Job Responsibilities & Activities:- J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities, and products to ultra-high and high net worth individuals and families in 36 countries around the world. We enjoy relationships with 40% of the individuals on the Forbes Billionaire list making us...


  • Bengaluru, India JPMorgan Chase Bank, N.A. Full time

    You are a strategic thinker passionate about driving solutions using client management skills. You have found the right team. As the Advisor support professional in our Global Private bank Team, you will spend each day defining, refining and delivering set goals for our firm Job responsibilities - Preparing presentations and materials for client and...

  • Client Support

    2 days ago


    Bengaluru, India JPMorgan Chase & Co. Full time

    ou 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 Job responsibilities Preparing presentations and materials for client and prospective client meetings ...

  • JP Morgan Chase

    2 weeks ago


    Bengaluru, India JP Morgan Chase Full time

    Description: As the Client Advisor in our Private Banking 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 - Excellent knowledge of Asset Classes and characteristics and ability to work on Investment Proposals, Goal...

  • JP Morgan Chase

    5 days ago


    Bengaluru, India JP Morgan Chase Full time

    Description:Job Responsibilities & Activities: J.P. Morgan Private Bank provides customized financial advice to help wealthy clients and their families achieve their goals through an elevated experience. Clients of the Private Bank work with dedicated teams of specialists that bring their investments and financial assets together into one comprehensive...

  • Legal Advisor

    4 weeks ago


    Bengaluru, India Vinra Group Full time

    **Legal Advisor**: We are looking for a legal advisor to be responsible for providing clients with legal assistance and advice. The responsibilities of a legal advisor include drafting legal documents, structuring solutions for issues, and providing support in legal issues. To be successful as a legal advisor, you should possess excellent analytical,...

  • Talent Advisor

    5 days ago


    Bengaluru, India Randstad Enterprise Full time

    Talent AdvisorAs a Talent Advisor within Randstad Enterprise, you're at the forefront of talent advisory, acquisition, and stakeholder management. Your role is pivotal in delivering strategic value to our clients by providing expert guidance and insights into talent strategies. Leveraging data insights and market knowledge, you craft future-proof talent...

  • JP Morgan Chase

    5 days ago


    Bengaluru, India JP Morgan Chase Full time

    description: Job Responsibilities & Activities J.P. Morgan Private Bank provides customized financial advice to help wealthy clients and their families achieve their goals through an elevated experience. Clients of the Private Bank work with dedicated teams of specialists that bring their investments and financial assets together into one comprehensive...