GPB Advisor Support - Analyst

About the role

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.

What you'll do

• Prepare customized Client presentations for Investment Specialist’s review meeting
• Develop process on following the markets through attending Morning Meeting & other internal meetings and by reading internal and external publications
• Use current events to generate new opportunities and monitors books for deepening opportunities
• 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

What you need

• 2–5 yrs of experience
• Wealth management
• CFA
• Excel
• PowerPoint
• Reporting
• Data analysis
• CFA or MBA

Good to have

• Test cases