Client Advisor Support Analyst

Are you seeking an exciting opportunity to become part of a dynamic and expanding team in a fast-paced and challenging environment This unique opening invites you to join the Client Advisor Support team to collaborate closely with the Business. As a Client Advisor Support Analyst within the U.S. Private Bank (USPB) team, your role will be pivotal in providing support to Private Bank Advisors and serving as an extension of the global team. Your responsibilities will encompass the entire sales lifecycle, starting from lead generation to client onboarding and engagement. By offering comprehensive intelligence, you will connect all touchpoints throughout the client lifecycle to facilitate new client acquisition and enhance relationships with existing clients. Your adept knowledge of Asset Classes and suites of Funds available through JPM will be instrumental in aligning with the investment needs of Clients. Your key responsibilities will include: - Supporting Private Bank Advisors and collaborating with the global team within the J.P. Morgan Private Bank as a Client Advisor Support Analyst. - Overseeing the sales lifecycle, from lead generation to client onboarding and engagement. - Providing integrated intelligence to enhance client acquisition and deepen relationships with existing clients. - Demonstrating expertise in Asset Classes and JPM's suite of Funds to align with Clients" Investment needs. - Working closely with Advisors throughout the sales lifecycle, including Banker Support, Lead Generation, Client Onboarding, Client Engagement, and Management/Operational Support. - Creating customized Client presentations for Investment Specialists review meetings. - Possessing a fundamental understanding of quantitative and qualitative data. - Developing processes to stay updated on market trends through internal meetings and publications to identify new opportunities and monitor client portfolios for growth possibilities. - Mastering Goals Based Analysis and Portfolio Insights. - Understanding the bank's credit documentation, terms, conditions, structure, and their relevance to transactions. - Resolving exceptions, open items, and transactional issues proactively, assisting in the preparation of presentations and marketing materials, and contributing to various team initiatives. Required qualifications, capabilities, and skills: - Hold a University degree, MBA/CFA/CFP certification, or have 5+ years of professional experience in a similar role. - Possess strong knowledge of Private Bank product offerings and asset classes, with a keen interest in market dynamics and developing expertise. - Exhibit excellent communication (written and verbal), analytical, and organizational skills. - Demonstrate exceptional stakeholder engagement abilities, strong team management experience, and the capacity to navigate a matrix organization. - Proficiency in PowerPoint and Excel is essential. Understand the needs and sensitivities of client management. - Exercise absolute discretion when handling confidential matters and work effectively with minimal supervision in a demanding environment. - Be detail-oriented, results-focused, and have outstanding follow-up and follow-through skills. Flexibility with EMEA/LATAM shifts is required.,