Solutions Assistant Chase- Candidate Experience page

About Chase- Candidate Experience Page

Job Description

Are you prepared to have a significant impact on the world of wealth management Join our International Consumer Bank Advisor Support team in India and be part of a dynamic environment where your skills and passion will drive innovation and bolster our global sales organization. We provide unparalleled opportunities for career advancement in a collaborative setting where you can excel and contribute to meaningful projects. As a Solutions Assistant within the International Consumer Bank Advisor Support India team, you will function as an extension of the London-based Wealth Services team. Your role will be pivotal in supporting client advisors throughout the sales life cycle, from prospecting and lead generation to client onboarding and portfolio reviews. Your efforts will align with business priorities and elevate the overall client experience. The International Consumer Bank (GPB) Advisor Support India team plays a crucial role in the global sales organization, collaborating closely with Client Advisors, Investment Specialists, Lending Advisors, Wealth Advisors, and Market/Regional Leadership to drive activities across the client/sales life cycle. We operate in a globally integrated manner, aligning with Advisors of a specific Region/Market to support business objectives. Our focus areas include prospecting, pitchbook creation, marketing materials updating, client onboarding support, and continuous client portfolio reviews and analysis. Responsibilities: - Load potential opportunities into Salesforce and maintain precise records. - Review opportunities and handle administrative tasks related to funding and finance reconciliation. - Conduct competitor analysis to identify market trends and opportunities. - Supervise pension/ISA transfers, including follow-ups with providers and clients. - Prepare client documents and collaborate with the business team to progress them. - Research prospects using databases and search methods, creating bios for Wealth Manager meetings. - Develop materials for prospective client meetings, including background research and portfolio analysis. - Compile business reports, such as monthly and quarterly reviews for the team. Required Qualifications, Capabilities, and Skills: - Minimum of 4 years of professional experience in a similar role. - Strong stakeholder engagement skills; proficiency in English is mandatory. - Proficiency in PowerPoint and Excel; familiarity with tools like Alteryx, Tableau, and LLM is advantageous. - Comprehensive understanding of client management needs and sensitivities; utmost discretion with confidential matters. - Ability to work with minimal to moderate supervision; adaptable to challenging environments. - Inclination to grasp market dynamics and develop expertise. Preferred Qualifications, Capabilities, and Skills: - Solid analytical and problem-solving abilities. - Capability to work collaboratively within a team with high attention to detail and accuracy in work. - Flexibility to work in different shifts and locations as required; presence in the office for all five workdays is mandatory. - University degree holder (preferred MBA/CFA/CA/FRM). - Knowledge of German, Spanish, or Portuguese is an added advantage.,