Tuesday , February 7 2023

JP Morgan Jobs – Advisor Support Associate

Website J.P. Morgan

Job Responsibilities:

  • Assisting in account openings and account reviews
  • Client invitation/nominations for events
  • Preparing presentations and materials for client and prospective client meetings
  • Partnering with various functional partners to service clients
  • Coordinating with global investment specialists, wealth advisors and capital advisors on client needs, meeting agendas, and managing client follow-up
  • Daily account administration
  • Periodic updating of client information
  • Researching client inquiries and managing follow-up communication and materials
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Job Requirements:

  • Detail-oriented and results-focused
  • Exceptional follow-up and follow-through skills
  • Able to work under minimal supervision; adaptable to work in demanding environment
  • Absolute discretion when dealing with confidential matters
  • University degree holder (including MBA / CFA) and / or with 4-6 years of professional experience in a similar capacity
  • Excellent stakeholder engagements skills
  • Excellent interpersonal skills, both written and oral
  • PowerPoint and Excel expertise required
  • Strong understanding of the needs and sensitivities of client management
  • Fluency in English required

Job Details:

Company:  J.P. Morgan

Vacancy Type:  Full Time

Job Location: Bengaluru, Karnataka, India

Application Deadline: N/A

Apply Here

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