Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Client Advisor Support team to partner with the Business.
As a Client Advisor Support Analyst within the U.S. Private Bank (USPB) team, you will play a crucial role in supporting Private Bank Advisors and operating as an extension of the global team. You will be responsible for 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. You will 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 the goals of Clients' Investment needs.
Job responsibilities
- Play a crucial role in supporting Private Bank Advisors and operating as an extension of the global team within the J.P. Morgan Private Bank as a Client Advisor Support Analyst.
- Be responsible for the sales lifecycle, from lead generation to client onboarding and engagement.
- 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.
- 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 the goals of Clients' Investment needs.
- Work with Advisors through the entire sales lifecycle, including: Banker Support, Lead Generation, Client Onboarding, Client Engagement, Management / Operational Support
- Prepare customized Client presentations for Investment Specialist’s review meeting.
- Have a fundamental understanding of quantitative and qualitative data.
- Develop processes for following the markets through attending Morning Meetings & other internal meetings and by reading internal and external publications to use current events to generate new opportunities and monitor books for deepening opportunities.
- Master understanding of Goals Based Analysis and Portfolio Insights.
- 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 and 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
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.
