JP Morgan Jobs – Advisor Support Associate

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

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

vacancyoptions.xyz