Senior Administrative Assistant-wealth Management jobs at Jpmorgan in United States, San Antonio
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JPM
JPMorgan JPMorgan Wealth Management - Vice President United States, California, San Francisco
Monitor investment activities of registered and non-registered employees of J.P. Morgan Advisors. Review middle markets, institutional, and retail customer account activity, sales practices, suitability, documents, marketing material and customers' statements...
As a Senior Credit Originations Manager within our Real Estate Banking team, you will play a pivotal role in overseeing the new loan origination process for commercial real estate clients....
Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships. Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking,...
Coaches and mentors the branch team by providing training on products and services. Works together with bankers, meets with their customers and introduces new clients to bankers for additional products...
Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone. Discuss Individual Retirement Accounts, such as Traditional...
Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships. Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking,...
Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash...
Monitor investment activities of registered and non-registered employees of J.P. Morgan Advisors. Review middle markets, institutional, and retail customer account activity, sales practices, suitability, documents, marketing material and customers' statements...
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