GPB Advisor Support - Analyst

Job Description:

The team is aligned one to one with the Advisors (High Net Worth and Ultra High Net Worth 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.

Responsibilities:

• 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:

• Have strong knowledge of asset classes and suites of funds offered through JPM and their overall strategies, which is put to good use to match goals of clients' investment needs.
• Prepare customized client presentations for Investment Specialist review meetings.
• Have a fundamental understanding of quantitative and qualitative data.
• Develop process on following the markets through attending Morning Meeting and other internal meetings and by reading internal and external publications.
• Use current events to generate new opportunities and monitor books for deepening opportunities.
• Master understanding of Goals Based Analysis and Portfolio Insights.
• Work effectively with WM Solutions colleagues to develop solutions for clients.
• Be familiar with the bank's credit documentation, including the terms and conditions, the structure, and its relevance to a transaction.
• Resolve exceptions, open items, and transactional issues proactively.
• Assist the team in preparing presentations and marketing materials, produce ad-hoc and regular management reporting, stress test scenarios, data analysis, and any other team initiatives.

Required qualifications, capabilities and skills:

• University degree holder (including MBA / CFA / CFP) and / or with over 2 years of professional experience in a similar capacity.
• Strong knowledge of Private Bank product offerings and asset classes.
• Inclination to understand market dynamics and develop expertise.
• Excellent stakeholder engagement skills.
• Strong team management experience and ability to navigate matrix organization.
• PowerPoint and Excel expertise required.
• Strong understanding of the needs and sensitivities of client management.
• Should be flexible with EMEA / LATAM shifts.