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Vice President or Executive Director
Company name
JPMorgan Chase & Co,
Experience
6 yrs required
Location
Manhattan Beach, CA, United States
Employment Type
Full-Time
Industry
Legal
Posted on
Dec 12, 2022
Profile
Vice President or Executive Director
Responsibilities: Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Drive business results and acquire new assets, both from existing client base and new client acquisition. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs. Partner with internal specialists to provide interdisciplinary expertise to clients when needed. Connect clients across all lines of business . Ensure that proposed solutions fulfill clients’ needs and objectives in the short, medium and long term through a holistic goals based planning approach. Strictly adhere to all risk and control policies, regulatory guidelines and security measures.
Additional Information
Job Identification: 210051645
Company info
JPMorgan Chase & Co,
1130 N Sepulveda Blvd Ste A
Manhattan Beach
California
United States 90266
Website : http://www.jpmorganchase.com
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