Client Support - Wealth Advisor Associate

Job Responsibilities & Activities 

J.P. Morgan Private Bank, a global leader in wealth management, provides top-tier advice, service, and products to ultra-high and high net worth team members in 36 countries. We have relationships with 40% of the Forbes Billionaire list, making us a significant player in terms of client assets. Our India team supports the Private Bank Advisors and their Analysts, functioning as an integral part of the global team, assisting in various aspects of client service across the sales life cycle.

We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the capabilities of the firm. Private Banking is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth.

This India team would play a support role to the Private Bank Advisors and their Analysts, 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 and their Analysts only) 

Job Summary-

As a Client Support - Wealth Advisor Associate within the J.P. Morgan Private Bank, you will play a crucial role in supporting Private Bank Advisors and their Analysts. You will have the opportunity to review sophisticated estate plans, prepare client presentations, and coordinate with stakeholders on client needs. This role provides a unique opportunity to leverage your legal and financial expertise in a global wealth management leader, while working in a team-oriented environment that values strong interpersonal and analytical skills.

Job responsibilities:

Reviewing sophisticated estate plans, including wills and trusts, to obtain a thorough understanding of the plans and flow of assets with the ultimate goal of providing insightful client materials summarizing the estate plans
- Partnering with Wealth Advisors to provide meaningful material and presentations to clients and prospective clients
- Preparing presentations and materials for client and prospective client meetings
- Coordinating with stakeholders on client needs, meeting agendas, and managing client follow-up
- Provide insights during pre-call meetings and contribute meaningfully
- Researching Wealth Advisor inquiries and managing follow-up communication and materials
- Partnering with various Wealth Advisors to service clients. 

Required qualifications

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. Specific qualifications include:

• University degree holder (LLB or equivalent) and / or with 5+ years of professional experience in a similar capacity
• Excellent attention to detail and understanding of nuances of legal terminology
• Experience with trust administration, Excellent stakeholder engagements skills
• Strong team orientation:  must be willing to partner with a number of Wealth Advisors. 
• Experience presenting in one-on-one meetings with internal partners
• Inclination to understand market dynamics and develop expertise
• 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. Should be flexible with EMEA /LATAM shifts

Preferred qualifications

• Experience with US tax system (e.g., federal income tax and transfer tax (gift, estate, and generation-skipping transfer (GST) tax) (Preferred)
• Experience with US marital property law (Preferred)
• US trust and estate experience (Preferred)
• Fluency in English and experience working in US legal industry (Preferred)

JPMorgan Chase & Co., 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.