Solutions Assistant

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:

 

 

Required Qualifications, Capabilities, and Skills: