CA, MBA Opportunities at JP Morgan Chase
JP Morgan Chase invited applications for the post of Solutions Assistant, The candidate you'll support Client Advisors throughout the sales lifecycle - prospecting, onboarding, and portfolio reviews - enhancing client experience and driving business priorities. Working within the India-based GPB Advisor Support team, you’ll collaborate closely with global partners to deliver key sales support, including pitch books, marketing updates, and client analysis in a globally integrated setup.
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Qualifications
- CA/MBA
- Excellent stakeholder engagement skills; fluency in English required.
- Expertise in PowerPoint and Excel; experience with tools like Alteryx, Tableau, and LLM is an advantage.
Responsibilities:
- Load prospective opportunities into Salesforce and maintain accurate records.
- Review opportunities and undertake administrative tasks related to funding and finance reconciliation.
- Perform competitor analysis to identify market trends and opportunities.
- Oversee pension/ISA transfers, including follow-ups with providers and clients.
- Prepare client documents and collaborate with the business team to advance them.
- Investigate prospects using databases and general search methods, creating bios for Wealth Manager meetings.
- Develop materials for prospective client meetings, including background research and portfolio analysis.
- Compile business reports, including monthly and quarterly reviews for the team.
Apply Before: 07/21/2025, 09:30 AM
JOB LOCATION: Bengaluru, Karnataka, India
For more details and to apply, clickhere
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