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Advisor Support-Associate @ JPMorgan

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 Advisor Support-Associate

Job Description

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

Required qualifications, capabilities, and skills

  • University degree holder (including MBA / CFA) and / or with 5-8 years of professional experience in a similar capacity
  • Excellent stakeholder engagements skills
  • Fluency in English required
  • PowerPoint and Excel expertise required
  • Strong understanding of the needs and sensitivities of client management
  • Excellent interpersonal skills, both written and oral
  • Absolute discretion when dealing with confidential matters

Preferred qualifications, capabilities, and skills

  • Able to work under minimal supervision; adaptable to work in demanding environment
  • Detail-oriented and results-focused
  • Exceptional follow-up and follow-through skills

Employement Category:

Employement Type: Full time
Industry: BFSI
Role Category: Finance / Accounts / Tax
Functional Area: Not Applicable
Role/Responsibilies: Advisor Support-Associate

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Keyskills:   work under minimal supervision private bank global investment excel

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J.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the...