Client Advisor Support Analyst

You have an exciting opportunity to join the Client Advisor Support team as a Client Advisor Support Analyst within the U.S. Private Bank (USPB) team at J.P. Morgan. Your role will involve supporting Private Bank Advisors and collaborating with the global team to provide comprehensive intelligence throughout the client lifecycle. Your expertise in Asset Classes and JPM's suite of Funds will be crucial in aligning with clients" investment needs. **Key Responsibilities:** - Support Private Bank Advisors and collaborate with the global team within J.P. Morgan Private Bank as a Client Advisor Support Analyst. - Oversee the sales lifecycle, from lead generation to client onboarding and engagement. - Provide integrated intelligence to enhance client acquisition and deepen relationships with existing clients. - Demonstrate expertise in Asset Classes and JPM's suite of Funds to align with Clients" Investment needs. - Work closely with Advisors throughout the sales lifecycle, including Banker Support, Lead Generation, Client Onboarding, Client Engagement, and Management/Operational Support. - Create customized Client presentations for Investment Specialists review meetings. - Possess a fundamental understanding of quantitative and qualitative data. - Develop processes to stay updated on market trends through internal meetings and publications to identify new opportunities and monitor client portfolios for growth possibilities. - Master Goals Based Analysis and Portfolio Insights. - Understand the bank's credit documentation, terms, conditions, structure, and their relevance to transactions. - Resolve exceptions, open items, and transactional issues proactively, assist in the preparation of presentations and marketing materials, and contribute to various team initiatives. **Qualifications Required:** - 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.,