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Wealth Management - Investor Support- Team Member

Req #: 170105743
Location: Bangalore East, KA, IN
Job Category: Asset Management
Potential Referral Amount: 5000 Indian Rupee (INR)

Firm Introduction: J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Team Member – Investor Support


  • The primary responsibility is to ensure delivery of fund related communications for Alternative Investments to clients via hardcopy or e-delivery
  • Additional responsibilities will include verification of analysis done on GAP Fund Performances or Flash Reports, rendered Tax Documents and make them available Online
  • The role requires attention to detail, an awareness of the risks involved and an ability to work under pressure and strict adherence to deadlines.
  • Monitor the WM Investor Support mailbox and process the requests as per instructions and defined SLAs
  • Revert to requestor for clarification when data is incorrect/ incomplete information
  • Any Adhoc Rush requests to be serviced within the SLA specified for each activity
  • The day ends with daily work tracking and maintenance of Daily Logs. (KPI)
  • All requests received until 5.00 pm EST to be processed the same day.
  • All requests received after 5.00 pm EST to be processed the next day.
Minimum qualifications
  • Degree (Bachelors OR Masters) in Commerce, Business Administration OR Finance
Minimum experience
  • Minimum 0-2 years of work experience
  • Any additional professional degree will be an added advantage.
  • Ability to perform in a fast paced environment and handle multiple tasks through effective prioritization
  • Understanding of financial markets
  • Basic understanding of financial/alternative products and its life cycle
  • Understanding of troubleshooting client experience issues and be able to quickly determine sensitivity to business risk
  • Any prior exposure to document rendering, management, reconciliation and  upload a plus
  • Experience using MS Office Suite (including advanced Excel with macros)
  • Basic/Intermediate knowledge of banking operations
  • Have an affinity or ability for systems thinking.
  • Control orientated and Risk awareness
Key competencies
  • Process (SME) and Basic Product Knowledge – Behavior: Developing a Domain Intensive mindset
  • Communication - 1. Transfer of Knowledge 2. Verbal and Written basics
  • Problem Solving - 1. Analytical ability 2. Better customer service – Behavior: Do the Right Thing
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