JP Morgan Chase

Runs a consumer bank and an investment bank

Solutions Assistant

Sales OperationsConfirmed live in the last 24 hours

Full-timeBengaluru, Karnataka, IndiaNo salary listedIn-person

About the Job

Requirements

Experience in a similar role supporting financial services, wealth management, or sales operations
Strong understanding of client servicing and sales lifecycle processes
Ability to manage CRM systems and maintain data accuracy
Strong analytical skills with ability to interpret and present data effectively
Excellent verbal and written communication skills
Strong stakeholder management and collaboration skills
Ability to work independently in a fast-paced and demanding environment
High attention to detail and strong organizational skills
Proficiency in Microsoft Office tools including Excel, PowerPoint, Word, and Teams
Understanding of confidentiality and client data sensitivity

Responsibilities

Manage CRM activities by recording opportunities in Salesforce and maintaining accurate data
Support financial administration, including funding processes and reconciliation activities
Conduct competitor and market analysis to identify trends and opportunities
Manage transfer processes, including follow-ups with providers and clients
Support client engagement activities, including documentation and administrative requirements
Prepare presentations and materials for client meetings, including research and portfolio insights
Produce business reports, including monthly and quarterly performance reviews
Enhance CRM and sales processes by improving reporting, analytics, and operational efficiency
Support development and execution of outbound campaigns and distribution channel activities
Analyze data to support financial planning, campaign effectiveness, and performance tracking
Deliver actionable insights to stakeholders based on data analysis and reporting

Desired Qualifications

Advanced degree or relevant qualification such as MBA, CFA, CA, or FRM
Experience with analytics and visualization tools such as Tableau or Alteryx
Experience with Python language
Familiarity with digital wealth management platforms or financial advisory environments
Strong problem-solving and critical thinking capabilities
Experience working with global teams across multiple regions
Interest in financial markets and investment advisory processes
Ability to adapt quickly to changing business needs and priorities

We have an opportunity to impact your career and contribute to an innovative digital wealth platform. J.P. Morgan Personal Investing (JPMPI) is a leading digital wealth manager focused on empowering clients with guidance and investment solutions. You will play a key role in supporting Wealth Services by enabling seamless client servicing and sales lifecycle execution. This role offers exposure to global teams and the ability to work closely with senior wealth professionals. Join a collaborative and fast-paced environment focused on delivering high-quality client outcomes.

As a Wealth Services – Senior Associate within J.P. Morgan Personal Investing, you will support the Wealth Services team by enabling operational, analytical, and client servicing activities across the sales lifecycle. You will act as an extension of the UK-based team, partnering closely with Wealth Managers, Senior Wealth Managers, and Wealth Consultants. You will provide administrative and analytical support while ensuring accurate execution of processes and reporting. You will contribute to CRM management, campaign execution, and sales enablement initiatives. This role requires strong collaboration, attention to detail, and the ability to operate effectively in a dynamic environment.

J.P. Morgan Personal Investing (JPMPI) is the firm’s digital wealth manager, providing clients with accessible investment guidance and solutions. The India team operates as an extension of the UK-based Wealth Services team, supporting end-to-end sales lifecycle activities. Team members support advisors by delivering operational, analytical, and reporting capabilities while maintaining a strong focus on client service excellence.

Job Responsibilities:

Manage CRM activities by recording opportunities in Salesforce and maintaining accurate data
Support financial administration, including funding processes and reconciliation activities
Conduct competitor and market analysis to identify trends and opportunities
Manage transfer processes, including follow-ups with providers and clients
Support client engagement activities, including documentation and administrative requirements
Prepare presentations and materials for client meetings, including research and portfolio insights
Produce business reports, including monthly and quarterly performance reviews
Enhance CRM and sales processes by improving reporting, analytics, and operational efficiency
Support development and execution of outbound campaigns and distribution channel activities
Analyze data to support financial planning, campaign effectiveness, and performance tracking
Deliver actionable insights to stakeholders based on data analysis and reporting

Required Qualifications, Capabilities, and Skills:

Experience in a similar role supporting financial services, wealth management, or sales operations
Strong understanding of client servicing and sales lifecycle processes
Ability to manage CRM systems and maintain data accuracy
Strong analytical skills with ability to interpret and present data effectively
Excellent verbal and written communication skills
Strong stakeholder management and collaboration skills
Ability to work independently in a fast-paced and demanding environment
High attention to detail and strong organizational skills
Proficiency in Microsoft Office tools including Excel, PowerPoint, Word, and Teams
Understanding of confidentiality and client data sensitivity

Preferred Qualifications, Capabilities, and Skills:

Advanced degree or relevant qualification such as MBA, CFA, CA, or FRM
Experience with analytics and visualization tools such as Tableau or Alteryx
Experience with Python language
Familiarity with digital wealth management platforms or financial advisory environments
Strong problem-solving and critical thinking capabilities
Experience working with global teams across multiple regions
Interest in financial markets and investment advisory processes
Ability to adapt quickly to changing business needs and priorities

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size: 10,001+
Company stage: IPO
Headquarters: New York City, New York
Founded: 1799

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