Client Advisor Support Analyst Job in Bangalore at JP Morgan Chase Bank

JP Morgan Chase is hiring for the role of Client Advisor Support Analyst!

Responsibilities of the Candidate:

• Prepare presentations and materials for client and prospective client meetings
• Ensure Excellent knowledge of Asset Classes and characteristics and ability to work on Investment Proposals, Goal Based Analysis, Investment Reviews
• Coordinate with global investment specialists, wealth advisors and capital advisors on client needs, meeting agendas, and managing client follow-up
• Ensure accurate information is provided for Client Onboarding activities and researching client inquiries and managing follow-up communication and materials
• Update periodically client information in core banking systems, partnering with various functional partners and departments to service clients and diligently document minutes of client meetings
• Draw insights from large data (Quantitative & Qualitative Analysis) and identify opportunities to streamline or automate existing process

Requirements:

• Graduate / Post graduate degree from a reputed institute with 2 years of experience
• Excellent stakeholder engagement skills and inclination to understand market dynamics and develop expertise
• First-hand experience creating PowerPoint and Tableau Dashboards
• Experience/Exposure in AI/ML/BI Tools to drive innovation and efficiencies across teams.
• Strong understanding of the needs and sensitivities of client management