Wealth Management Analyst
JP Morgan · mumbai, IN
FinanceBanking/Financefinancial planningportfolio analyticsexcelpowerpointclient supportasset allocation
Join the Goals-based Planning team to leverage J.P. Morgan's wealth planning tools and deliver personalized financial strategies. You will advise Banker/Investor teams, create tailored analyses for complex client situations, and support advisor teams with ongoing queries. This role requires a foundational understanding of asset classes and portfolio analytics.