VP Customer Service Advisor
4 weeks ago
Job Summary
We are seeking a highly skilled VP Customer Service Advisor to join our Private Banking team at JPMorganChase. As a key member of our team, you will be responsible for providing exceptional customer service to our high net worth clients, working closely with them to understand their financial goals and objectives.
Key Responsibilities
- Advise clients on their overall balance sheet, including asset allocation, investment management, and wealth planning.
- Develop and implement investment plans that meet clients' needs and objectives.
- Ensure that proposed solutions are aligned with clients' goals and risk tolerance.
- Collaborate with internal teams to provide comprehensive solutions to clients.
- Stay up-to-date with market trends and regulatory changes to provide expert advice to clients.
Requirements
- Significant experience in Private Banking, working with high net worth individuals.
- Strong understanding of investments, banking, and trust concepts.
- Ability to thrive in a fast-paced environment and work effectively in a team.
- Chartered Financial Analyst (CFA) certification is a plus.
About Us
JPMorganChase is a leading global financial services firm, committed to providing exceptional service to our clients. We value diversity and inclusion, and are an equal opportunity employer.
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