Description: This India based team will play a critical support role to the Wealth Services team, operating as an extension of the London based team, and responsible for several aspects of servicing our clients across sales life cycle. (The India team members may have direct client interaction for administrative purposes however will NOT be involved in licensed activities, they will be responsible to partner/support the UK based Senior Wealth Managers, Wealth Managers and Wealth Consultants only with objective of offering full spectrum support) Job Responsibilities: - Loading prospective opportunities into the CRM system (Salesforce) - Reviewing opportunities and undertaking administrative tasks related to funding and finance reconciliation - Competitor analysis - Transfer management, including following up with ceding providers and clients - Letter of authority requests to clients undertaking advice - Preparation of cash flow forecasts Prospecting : - Responsible to research prospects (using databases, general search) and create bio's focusing on pertinent information to prepare the Wealth Manager for the meeting - Preparing presentations and materials for prospective client meetings (background research, other client connections, recent news, existing portfolio analysis) - Preparing business reports, including Monthly and Quarterly reviews for the team Required qualifications and skills: - University degree holder (preferred MBA / CFA/ CA/ FRM) and / or with 5-8 years of professional experience in a similar capacity - Excellent stakeholder engagements skills - Inclination to understand market dynamics and develop expertise - Fluency in English required though additional knowledge of German, Spanish or Portuguese will be an added advantage - 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 Preferred qualifications and skills: - Detail-oriented and results-focused - Excellent interpersonal skills, both written and oral - Exceptional follow-up and follow-through skills - Should be flexible with EMEA shifts 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. 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 - Wealth Services Support Analyst 

Job Description for JP Morgan Chase - Wealth Services Support Analyst  in JP Morgan Chase in  Bangalore for (5-8) years of experience. Apply Now!