- JPMorgan Chase (Hauppauge, NY)
- …significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. ... years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client ...LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities … more
- JPMorgan Chase (Mattapan, MA)
- …significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. ... years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client ...LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities … more
- Citigroup (New York, NY)
- …upholding firm reputation. + Adhere to Citi's Code of Conduct and Global Markets/ Securities Services Plan of Supervision. + Exercise sound judgment, ensure ... client businesses/exposures to provide optimal derivatives and finance solutions , coordinating with partners. + Collaborate with control functions (Legal,… more
- HSBC (Scarsdale, NY)
- …them to reach the necessary channels to meet their needs. Building an ongoing client relationship based on value and service is critical to being successful ... portions of their assigned portfolio + Support Wealth Relationship Managers to manage client contact and service , including, in the absence of Wealth… more
- Raymond James Financial, Inc. (Jackson, MI)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... Manage and deepen client relationships with effective, proactive communication and personalized attention...+ Investment concepts, practices, and procedures used in the securities industry + Financial markets, products and industry regulations… more
- Thrivent Financial (Minneapolis, MN)
- …and executes training sessions for FAs and HO personnel on complex investment products and solutions and their benefits and risks in client portfolios. + Work s ... The Complex Investment Solutions Manager is responsible for playing a lead...thorough understanding of alternative investments, digital assets, and other securities that fall under the complex products umbrella. The… more
- JPMorgan Chase (Charlotte, NC)
- …+ Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + ... of clients more convenient by sharing and setting up self- service options to access their accounts 24 hours a...year Branch Banking Banker or equivalent experience in financial services , with verifiable success in new client … more
- JPMorgan Chase (Augusta, GA)
- …+ Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for their needs + ... of clients more convenient by sharing and setting up self- service options to access their accounts 24 hours a...year Branch Banking Banker, or equivalent experience in financial services , with verifiable success in new client … more
- JPMorgan Chase (New York, NY)
- …team on analysis, structuring and documentation of credit requests + Facilitate client discussions regarding our Commercial Mortgage Backed Securities and Real ... We're looking for a seasoned Senior Client Executive with a specialty in Commercial Real...becoming a trusted advisor to clients, identifying needs, recommending solutions , and generating new business opportunities. You'll also manage… more
- JPMorgan Chase (New York, NY)
- …opportunities, working closely with the product design team to offer customized client solutions . + Collaborate with functional partners across Legal, ... outs to external and internal stakeholders + Take a client -first approach which ties back to how the product...degree or equivalent. + Proven industry experience in financial services and/or enterprise fintech. + Expertise in payments cash… more