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JPM

JPMorgan Insurance Wealth Management Attorney - United States, Texas, Plano

Limitless High-tech career opportunities - Expoint
Description:
Supervise all banquet events, including corporate meetings, conferences, and special occasions. Coordinate with Planners to understand event requirements and ensure client satisfaction is met. Collaborate with vendors, suppliers and purchasing...
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Today
JPM

JPMorgan JP Morgan Wealth Management - Private Client Advisor Mount V... United States, New York, City of Mount Vernon

Limitless High-tech career opportunities - Expoint
Description:
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...
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Today
JPM

JPMorgan JP Morgan Wealth Management - Private Client Investment Asso... United States, Illinois

Limitless High-tech career opportunities - Expoint
Description:
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades. Aid the Advisors by building...
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JPM

JPMorgan JP Morgan Wealth Management - Private Client Advisor Springf... United States, Massachusetts, Springfield

Limitless High-tech career opportunities - Expoint
Description:
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...
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JPM

JPMorgan Asset & Wealth Management - Supervisory Senior Associate New... United States, New York, New York

Limitless High-tech career opportunities - Expoint
Description:
Prepare presentation and marketing materials for use in client meetings and transaction execution, covering topics such as financing alternatives, capital markets activity, capital structure, capital allocation and credit ratings. Participate...
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JPM

JPMorgan Asset Management - Wealth Wirehouse United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
Description:
Acts as the standard bearer of Chase and creates a world-class customer experience. Educates clients on how to use our digital platforms to bank and invest when, where, and how...
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Today
JPM

JPMorgan Risk Management & Compliance - Portfolio Vice President United States, New Jersey, Jersey City

Limitless High-tech career opportunities - Expoint
Description:
Take charge of our technology investment portfolio, ensuring that every decision supports our mission to innovate and grow. Your leadership will guide the effective allocation and utilization of resources. Develop...
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Expoint provides world-class wealth management services for high-net-worth individuals and corporate clients in the tech industry. Our experienced wealth managers are passionate about crafting individualized strategies and providing tailored solutions that help our clients achieve their long-term financial objectives. Our international private wealth management services focus on portfolio strategy, asset allocation, investment selection, and risk management. Our team of experienced advisors includes financial experts in taxation, estate planning, and retirement planning. Together, we create a comprehensive plan to help our clients safeguard and build their wealth. At Expoint, we go beyond traditional approaches to wealth management. We routinely monitor our clients' investments and provide value-added services such as cash flow projections and charitable giving programs. We also help our clients explore potential opportunities for growth, such as early-stage investments in tech startups and private placements. Expoint takes a global perspective and capitalizes on a wealth of experience and expertise gained through our network of well-established partners around the world. We stay abreast of developments in the tech industry and use our knowledge and insight to create highly customized plans for our clients. At Expoint, we take pride in our commitment to our clients' success. We provide highly personalized support to ensure that our clients' financial goals are met. We strive to create a climate of trust and to provide our clients with comprehensive, affordable strategies for generating long-term wealth.