J.P. Morgan Private Bank provides affluent clients with personalized financial advice, leveraging our global resources to help them achieve their goals. Our dedicated teams manage over $2.1 trillion in client assets worldwide.
Across 55 U.S. markets, clients of the U.S. Private Bank (USPB) 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, banking, philanthropy, family office management, fiduciary services, special advisory services and more.
The International Private Bank (IPB) consists of three regions - APAC, EMEA, and LatAm, as well as the Global Families Group (GFG), covering U.S. families living abroad and international families who have businesses and personal interests in the U.S. Offering more than 1,000 advisors, the IPB works with clients from 80+ countries, does business in nine languages, and works alongside more than 30 regulators.
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This India team would play a support role to the Private Bank Advisors, operate as an extension of the global team and be responsible to help on several aspects of servicing their clients across sales life cycle (however the India team members would not have any direct client interaction and not be involved in licensed activities, they will be responsible to partner/support the Client Advisors)
Operating Model
The team is aligned one to one with the Advisors (High Net Worth and Ultra High Net Work Bankers and Investment Specialists) for a particular Office and have proprietary access to the books of the Clients focusing on specific needs. We partner with the Advisors throughout the Sales lifecycle ensuring consistent high quality support with Advisor experience and Client experience at the heart of it.
Sales Support function is an integral part of GPB and the candidate will be responsible to provide fully integrated intelligence, connecting all touch points across the client lifecycle to help drive new client acquisition as well as deepening of books of existing clients.
We seek candidates with a unique blend of leadership, interpersonal and analytical skills. In addition to functional responsibilities, the lead is expected to act as a key engagement point with location teams and lead a highly motivated team for both qualitative and quantitative resources to understand complex financial situations and present solutions.
Job Summary:
As a Client Advisor Support Associate within the J.P. Morgan Private Bank, you will play a crucial role in supporting Private Bank Advisors and operating as an extension of the global team. Your responsibilities will span across the sales lifecycle, from lead generation to client onboarding and engagement. You will provide fully integrated intelligence, connecting all touch points across the client lifecycle to help promote new client acquisition as well as deepening of books of existing clients. This role offers the opportunity to leverage your strong knowledge of asset classes and fund strategies, and your ability to understand complex financial situations and present solutions. Your excellent communication, analytical, and organizational skills will be key in this role.
We work with Advisors through the entire sales lifecycle including:
Banker Support
Lead Generation:
- Provide intelligence to Advisors for meaningful conversations and conversions. Indigenous Lead identification and prospect profiling based on the Advisor Industry and Sector preference. Maintain prospect pipeline and have regular follow-ups to ensure periodic action on identified names
- Create custom Investment Proposals, Goals Based Analysis and Pitchbook Materials that aids in conversion of Prospects to Clients
Client Onboarding:
- Master account opening and performance reporting processes with ability to escalate and rush deliverables as needed
- Coordinate with Onboarding and KYC teams for resolution of Account Opening queries on behalf of Advisors
Client Engagement:
- Create of Performance Reviews with actionable Insights, Goals Based Analysis for portfolio re-alignments
- Coordinate with global Investment Specialists, Wealth Strategists and Lending Specialist Advisors on client needs, meeting agendas and managing client follow-up
- Identify proactively deepening opportunities for Advisors for additional flows from clients. Identify Large Cash Deposits and possible investments based on Client strategy
Management / Operational Support
- Update Weekly Flows commentary for reporting. Use banker scorecard to identify prospective client opportunities and deepening opportunities within current client base
- Provide leverage to the banker on daily client priorities
Job Responsibilities
- Have Strong knowledge of Asset Classes and suites of Funds offered through JPM and their overall strategies which is put to good use to match goals of Clients Investment needs
- Prepare customized Client presentations for Investment Specialist's review meeting
- Have a fundamental understanding of quantitative and qualitative data
- Develop process on following the markets through attending Morning Meeting & other internal meetings and by reading internal and external publications
- Use current events to generate new opportunities and monitors books for deepening opportunities
- Master understanding of Goals Based Analysis and Portfolio Insights
- Work effectively with WM Solutions colleagues to develop solutions for clients
- Be familiar with the bank's credit documentation, including the terms and conditions, the structure and its relevance to a transaction
- Resolve exceptions, open items and transactional issues proactively.
- Assist the team in preparing presentations and marketing materials, produce ad-hoc and regular management reporting, stress test scenarios, data analysis and any other team initiatives
Required qualifications, capabilities and skills:
- University degree holder (including MBA / CFA / CFP) and / or with 5+ years of professional experience in a similar capacity.
- Strong knowledge of Private Bank product offerings, asset class knowledge. Inclination to understand market dynamics and develop expertise.
- Excellent communication (written and verbal), analytical and organizational skills
- Excellent stakeholder engagements skills. Strong team management experience and ability to navigate matrix organization
- 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. Exceptional follow-up and follow-through skills. Should be flexible with EMEA /LATAM shifts
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking 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.