Wealth Management
JPMorgan Chase & Co
Bangalore East, KA, IN
3d ago


J.P. Morgan is a leading global financial services firm, established over 200 years ago :

o We are the leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management.

o We have assets of $2.5 trillion and operations worldwide

o We operate in more than 100 markets.

o We have more than 243,000 employees globally.

Our wholesale businesses include J.P. Morgan’s Asset & Wealth Management, Commercial Banking and the Corporate & Investment Bank which provide products and services to corporations, governments, municipalities, non-

profits, institutions, financial intermediaries and high-net worth individuals and families.

Our corporate functions support the entire organization and include the following functions : Accounting, Audit, Finance, Human Resources, Operations, and Technology.

J.P. Morgan in India provides a comprehensive range of Corporate & Investment Banking, Commercial Banking, Asset & Wealth Management, and corporate functions services and solutions to our clients, executing some of the most important financial transactions and providing essential strategic advice to our clients such as the government, large domestic and multi-

national corporations, non-government organizations and financial institutions and investors. India is a key market for JPMorgan Chase globally and our employees in India are a critical part of how we do business globally and are integrated within our businesses.

Our Global Service Centers (GSCs) are strategically positioned in Mumbai, Bangalore and Hyderabad to support the firm’s operations regionally and globally.

The centers provide comprehensive strategic support across technology and business operations processing to all lines of business and the corporate functions.

Roles & Responsibilities

The Candidate must bring a relentless focus on execution and enjoy taking ownership for the delivery of measurable results.

They must also exhibit the following qualities :

Self-starter who is analytical and creative in their thinking; ability to quickly analyze information and creatively reach solutions and to execute their implementation

Solid analytical ability to research and analyze data

Detail oriented, organized and task oriented

Be able to prioritize work and meet tight deadlines

Work well in a team based environment

Interact and communicate effectively - written and verbal with all levels of staff

Prepare various management reports on daily / weekly / Monthly basis

Provide adhoc data support to the MO team

Ensure all process documents (SOP’s) are maintained update. All escalations are done on a timely basis.

Maintain high accuracy and ensure SLA’s are met

Ensure accurate and timely resolutions of all internal queries


4-6 years experience with exposure / involvement in one or more of the following areas : Private Banking, Asset Transfers, and Trade Support

Strong Excel a plus

Strong Data Analytical skills

Financial services / Business consultancy background preferred

Bachelor's degree from an accredited, high quality institution

Exposure in Qlikview and Qliksense is an added advantage

Leadership Skills : Self-motivated.


Have strong communication skills (written and verbal)

Have the ability to work independently and to proactively seek guidance from others as needed

Strong team player and has the capacity to build good working relationships with cross functional / geographical teams

Result oriented, accepting responsibilities and challenges that take them outside their comfort zone

Positive outlook and a desire to stretch themselves to achieve both personal and functional success

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