Executive Administrative Assistant - Treasury jobs at Jpmorgan
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JPM
JPMorgan JP Morgan Wealth Management - Executive Director Client Spec... United States, Florida
Bank-referred opportunities. Your own business development efforts. Existing wealth clients. Collaborate with bankers to identify and prioritize prospects for private wealth management services. Establish credibility and build confidence as a...
Sourcing new clients and executing M&A, Equity and Debt transactions on behalf of clients. Working with Industry & Product Bankers to advise middle market clients on integrated financial solutions, with...
Provide subject matter expertise, confirm scope, products, and services. Assist with client call preparation by creating relationship review materials, account plans, and conducting customer research. Coordinate with Sales and implementation...
Oversees the product roadmap, vision, development, execution, risk management, and business growth targets. Leads the entire product life cycle through planning, execution, and future development by continuously adapting, developing new...
Advises the Product Solutions teams on solutioning and adopting new and existing client-facing products and capabilities while crafting complex solutions and assessing risk to enhance the customer experience. Leverages extensive...
Plan, execute and document audit reports, including risk assessments, audit planning, audit testing, control evaluation, report drafting and follow-up and verification of issue closure while ensuring audits are completed timely...
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. Generate business results and acquire...
Bank-referred opportunities. Your own business development efforts. Existing wealth clients. Collaborate with bankers to identify and prioritize prospects for private wealth management services. Establish credibility and build confidence as a...
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