Us Private Bank – Investment Specialist jobs at Jpmorgan in United States, California, Los Angeles
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United States
California
Los Angeles
10 jobs found
17.05.2024
JPM
JPMorgan US Private Bank - Banker Professional Associate United States, California, Los Angeles
Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account...
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...
Help devise customized financial strategies for existing and prospective clients. Prepare pitch books and meeting materials. Collaborate with integrated team members to analyze balance sheets and understand a clients’ investment...
Share the value of Chase Private Client with clients that may be eligible. Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services...
Shares the value of Chase Private Client with clients that may be eligible. Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and...
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...
Provide unbiased customized wealth and financial planning advice to clients and prospective clients at scale. Educate the integrated team about the value Wealth Planning can bring to a relationship; PWP...
Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account...
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