Advisor Support-Associate @ JPMorgan

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:

+ View Contact

Keyskills:   work under minimal supervision private bank global investment excel