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 Based Analysis, Investment Reviews - Coordinating with global investment specialists, wealth advisors and capital advisors on client needs, meeting agendas, and managing client follow-up - 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 in core banking systems, partnering with various functional partners and departments to service clients and diligently document minutes of client meetings - Draw insights from large data(Quantitative & Qualitative Analysis) and identify opportunities to streamline or automate existing process Required qualifications, capabilities, and skills: - Graduate / Post graduate degree from a reputed institute with 2 to 4 years of experience - Excellent stakeholder engagements skills and inclination to understand market dynamics and develop expertise - First-hand experience creating PowerPoint and Tableau Dashboards - Experience/Exposure in AI/ML/BI Tools to drive innovation and efficiencies across teams. - Strong understanding of the needs and sensitivities of client management Preferred qualifications, capabilities, and skills - Private Banking / Asset & Wealth Management knowledge a plus. - Able to work under minimal supervision; adaptable to work in demanding environment - Detail-oriented and results-focused J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. 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. Location: Bengaluru Note : For your candidature to be considered on this job, you need to apply necessarily on the company's redirected page of this job. Please make sure you apply on the redirected page as well.

Bangalore

JP Morgan Chase - Analyst - Client Advisor Support 

Job Description for JP Morgan Chase - Analyst - Client Advisor Support  in JP Morgan Chase in  Bangalore for (2-4) years of experience. Apply Now!