Global Private Bank - Advisor Support - Analyst

The team is aligned one to one with the Advisors (High Net Worth and Ultra High Net Work Bankers and Investment Specialists) for a particular Office and have proprietary access to the books of the Clients focusing on specific needs. We partner with the Advisors throughout the Sales lifecycle ensuring consistent high quality support with Advisor experience and Client experience at the heart of it.
As a Client Advisor Support Analyst within the J.P. Morgan Private Bank, you will play a crucial role in supporting Private Bank Advisors and operating as an extension of the global team.
- Your responsibilities will span across 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.
- This role offers the opportunity to leverage your strong knowledge of asset classes and fund strategies, and your ability to understand complex financial situations and present solutions.
- Your excellent communication, analytical, and organizational skills will be key in this role.
We work with Advisors through the entire sales lifecycle including:
- Banker Support
- Lead Generation
- Client Onboarding
- Client Engagement
- Management / Operational Support
Job responsibilities
Preparing presentations and materials for client and prospective client meetings
Excellent knowledge of Asset Classes and characteristics and ability to work on Investment Proposals, Goal Based Analysis, Investment Reviews
Coordinating 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
Periodic updating of 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
Required qualifications, capabilities, and skills
Graduate / Post graduate degree from a reputed institute with minimum 2 years of experience
Excellent stakeholder engagements 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 (Python, UI Path, Alteryx and Tableau) to drive innovation and efficiencies across teams.
Strong understanding of the needs and sensitivities of client management
Preferred qualifications, capabilities, and skills
Private Banking / Asset & Wealth Management knowledge a plus.
Able to work under minimal supervision; adaptable to work in demanding environment
Detail-oriented and results-focused
French/Spanish/German/Hebrew language proficiency – reading/writing/speaking