Analyst - Advisor Support - Wealth Management

Job Description

We have a strong culture that embodies the principles that guide us in how we do business across the firm. We strive to create a workplace that values and respects individual viewpoints, while at the same time challenging the status quo to make continuous improvements in our processes.JPMorgan is an equal opportunity employer and places high value on diversity and inclusion. We recognize that our people are our strength and diversity of thought and practices makes us more successful.The current opening is within the Global Private Bank (GPB) Advisor Support Asset & Wealth Management line of business within GF&BM India.J.P. Morgan Asset & Wealth Management delivers industry-leading investment management 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.J.P. Morgan Global 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, leveraging the global resources of J.P. Morgan across planning, investing, lending, banking, philanthropy, family office management, fiduciary services, special advisory services and more. The Private Bank oversees more than $1.9 trillion in client assets globally.Global Private Bank (GPB) Advisor Support India team is an extension of the global sales organization and partners closely with the Client Advisors - Bankers, Investment specialists, Lending Advisors, Wealth Advisors, Market / Regional Leadership to support them on activities across the client/sales life cycle Prospecting / Lead generation, creating pitchbooks / updating marketing materials, supporting client onboarding, ongoing client portfolio reviews and analysis, goal based analysis and researching client queries. The team operates in a globally integrated format with strong alignments to Advisors of a given Region/Market to enable contribution to business priorities. 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 36countries around the world. We enjoy relationships with 40% of the individuals on the Forbes Billionairelist making us one of the largest Private Banks worldwide in terms of client assets.We deliver highly customized and comprehensive solutions to help clients with the many complexitiesthey face by leveraging the capabilities of the firm. Private Banking is involved with every facet of wealthmanagement, including investments, liquidity and credit management, and tax and estate planning. Ourbusiness model focuses on deep client relationships, an integrated team structure and a platform ofdepth and breadth Responsibilities Include:
• 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
• Researching client inquiries and managing follow-up communication and materials
• Periodic updating of client information
• Partnering with various functional partners to service clients
Personal Attributes & Requirements
• Post graduate degree (MBA/PGDBM) from a reputed institute /CFA with 1 to 4 years of experience
• Excellent stakeholder engagements skills
• Inclination to understand market dynamics and develop expertise
• Fluency in English required
• PowerPoint and Excel expertise required
• Strong understanding of the needs and sensitivities of client management
• Absolute discretion when dealing with confidential matters
• 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
Shifts - EMEA,

Keyskills :
high net worth individualswork under minimal supervisionlife cycleglobal salesprivate bankfamily officesmall businessprivate bankinglead generation