Apply Now    

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


 

KEY PERFORMANCE AREAS
  • 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 REQUIREMENTS
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
Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Things to note

Sign in to our application system to continue your job search or update your profile.

Current employees sign in here. Contractors sign in here.

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please click here.

Important links

Click here to view the "EEO is the Law" poster.

Click here to view the "EEO is the Law" supplemental poster.

Click here to view our U.S. Pay Transparency Policy.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.