J.P. Morgan Wealth Management - Private Client Investment Associate - Mandarin Speaking Preferred (N
JPMorgan Chase & Co.
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities 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 and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. #J-18808-Ljbffr JPMorgan Chase & Co.- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees... ...Using a broad investment product and... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide... ...JPMORGAN CHASE BANK, N.A. OR ANY OF...Mandarin language
- ...Job Title Client Associate Job Description J.P. Morgan Advisors, the ultra-... ...division of J.P. Morgan Wealth Management, offers U.S.... ..., and provide investment quotes to clients... ...income trades and private investments Provide... ...situations Preferred qualifications,...SuggestedLocal area
- J.P. Morgan Advisors, the ultra-high net worth division... ...of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors... ...needs.As a Client Associate in J.P. Morgan... ...financials, and provide investment quotes to clients... ...income trades and private investmentsProvide...SuggestedLocal area
- ...Chase & Co. in Bellevue, WA seeks a Private Client Investment Associate to provide client service and... ...to Private Client Advisors within Wealth Management. The role focuses on processing account... ...emphasizes risk management, compliance, #J-18808-Ljbffr JPMorgan Chase & Co.Suggested
$35.63k - $85k
DUTIES and RESPONSIBILITIES CLIENT SUPPORT Cultivate and... ...digital offerings like Morgan Stanley Online and... ...initiatives directed by local management Regularly seek... ...of industry experience preferred High School Diploma/Equivalency... ...society. What We Do #J-18808-Ljbffr 711 MS...SuggestedTemporary workWork at officeLocal areaWork visa$85k - $95k
...Rockefeller Capital Management Rockefeller... ...billion in client assets as... ...Position A Private Advisor... ...-caliber Investment Research... ...experience in wealth management,... ...6 strongly preferred, and if not... ...Company, N.A., The Rockefeller... ...L.P. (individually... ...by law. #J-18808-Ljbffr...Work at officeLocal area- Morgan Stanley in Washington, DC seeks a Wealth Management Associate to support Financial Advisors and teams, enhancing client experiences through service, digital tools, and marketing support. The... ...strong teamwork and growth opportunities. #J-18808-Ljbffr Morgan Stanley
- ...tailored to their clients needs. This exciting... ...model as a Wealth Advisor affiliated... ...lending and wealth management needs of its clients... ...offering a range of investment/insurance solutions... ...Bachelor’s Degree Preferred) Minimum of two (... ...compensation. #J-18808-Ljbffr LPL FinancialWork at officeLocal area
- ...Private Banker We are actively looking for... ...class experience to clients within J.P. Morgan's U.S. Private Bank... ...building, preserving and managing their wealth. You will use your knowledge of investments, financial planning... ...'s behalf Preferred Qualifications,...Temporary workWork experience placementLocal area
- ...financial institution expanding its Private Banking team across the Western... ...relationships with affluent clients, manage loans and treasury needs, and deliver customized wealth management solutions. You will... ...strong earning potential. #J-18808-Ljbffr Boutique Recruiting
$157.23k - $192.17k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our... ...wealth and estate planning, investments, banking, credit, insurance... ...Ultra High Net Worth clients. Preferred Skills/Experience: Requires...Temporary workWork experience placement3 days per week- ...Wealth Management Client Associate Seattle, Washington To proceed with your application... ...wealth management and investment products and services for... ...by Bank of America, N.A., Member FDIC and wholly... ...Corp.”). Bank of America Private Bank is a division of Bank...Seasonal workWork at officeWork from homeShift workDay shift
- ...Bellevue seeks a Fully Independent ESG focused Fee-Only Wealth Advisor, CFP, to manage client relationships and deliver comprehensive financial... ...teamwork, work-life balance, and growth, with emphasis on sustainable investing #J-18808-Ljbffr Leah Yosef International
- Job Description Merrill Wealth Management is a leading provider of comprehensive... ...wealth management and investment products and services for... ...and Wealth Management Client Associates help clients pursue the life... ...America) Hours Per Week 37.5 #J-18808-Ljbffr Bank of...Seasonal workWork at officeWork from homeShift workDay shift
- A distinguished independent wealth management firm is seeking an experienced Senior... ...for managing customized investment portfolios for high-net-worth... ...initiatives, ensuring alignment with client objectives and contributing to the firm's growth. #J-18808-Ljbffr International...
- ...fee-only RIA in Bellevue, seeks a Wealth Advisor with CFP credentials to manage client relationships and deliver comprehensive... ...-thinking culture, sustainable investing, and an ensemble practice with... ...work-life balance, and growth, #J-18808-Ljbffr Leah Yosef International
$150k - $200k
...Job Description Senior Wealth Advisor Asset One Wealth Management | Bellevue, Washington... ...will step into established client relationships and work... ...experienced professionals across investment management, financial... ...~ CFP® certification preferred ~ Strong financial...Work at office- ...ABOUT MORGAN STANLEY Morgan Stanley... ...wide range of investment banking, securities, wealth management and investment... ...employees serve clients worldwide including... ...The Associate Portfolio Manager... ...credential strongly preferred. Strong quantitative... ...visit: #J-18808-Ljbffr...Work at officeRemote workWorldwide3 days per week
- ...financial advice to your clients. A role as a Government... ...contributor Sales management and business development skills Preferred Qualifications, Capabilities... ...clients under the J.P. Morgan and Chase brands. Our history... ...we are a leader in investment banking, consumer and small...Local area
- ...and bringing in new clients. A role as a Business... ...Reporting to the Region Manager you will be... ...Asset Management and Investment Bank colleagues, to introduce... ...proposal writing and public speaking Preferred Qualifications,... ...clients under the J.P. Morgan and Chase brands. Our...Bank staff
$80.5k - $130k
...West Bank is seeking a Premier Relationship Manager in Bellevue, WA. The role requires driving client acquisition and retention while providing professional... ...00 per year based on experience and location. Proficiency in Mandarin or Cantonese is a plus. #J-18808-Ljbffr East West BankMandarin language$70k - $140k
ABOUT MORGAN STANLEYMorgan Stanley is... ...wide range of investment banking, securities, wealth management and investment... ...employees serve clients worldwide including... ...DESCRIPTIONThe Associate Portfolio... ...credential strongly preferred.Strong... ...please visit : . #J-18808-Ljbffr Morgan...Temporary workWork at officeLocal areaRemote workWorldwide3 days per week- ...Private Client Banker You have a passion for taking care... ...the Branch. You will manage their complete... ...and some evenings Preferred qualifications, capabilities... ...clients under the J.P. Morgan and Chase brands. Our... ...we are a leader in investment banking, consumer and...Immediate startAfternoon shift
- ...the Director of Investments, works as a... ...WMAS Relationship Managers (RMs) by handling... ...aspects and client investment inquiries... ...Managers and Associate Client... ...Planner (CFP) preferred, or working toward... ...policies relating to wealth management.... ...Department of Labor. #J-18808-Ljbffr...Local area
- One Oak Wealth Management in Seattle is seeking a Client Service & Operations Associate to enhance the client experience. This role is crucial in managing workflows and ensuring... ...career advancement are provided as the firm grows. #J-18808-Ljbffr One Oak Wealth Management
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Bellevue, WA to... ...planning and portfolio guidance to clients, working with a team of advisors to create comprehensive investment strategies. The role... ...help clients reach their goals. #J-18808-Ljbffr Charles Schwab
- Engage clients in the lobby to educate and... ...business, lending, and investment experts Manage financial center... ...and solutions preferred One year of... ...business-relevant Associate's Degree preferred... ...Spanish or Chinese-Mandarin language preferred... ...Compliance #J-18808-Ljbffr JobtailorMandarin languageWeekend work
- ...plans for portfolio management operations and change... ...timelines, and improve the client and employee... ...priorities simultaneously. Preferred Qualifications,... ...government clients under the J.P. Morgan and Chase brands. Our... ...we are a leader in investment banking, consumer and...
- At T-Mobile, we invest in YOU! Our Total Rewards Package... ...enjoy multiple wealth-building opportunities... ...employees! This role manages enterprise risk programs... ...Mentorship Risk Management Preferred 7-10 years professional... ...related requests. #J-18808-Ljbffr T-MOBILE USA...Full timeTemporary workPart timeWork experience placementLocal areaFlexible hours
$102k - $120k
...The largest transfer of wealth in human history. If... ...to grow, innovate, and manage cash. As the Senior Treasury... ...Treasury Operations & Investments, you will work cross-... ...in Corporate Treasury, preferably within a publicly traded... ...reference this document . #J-18808-Ljbffr...Work at officeFlexible hoursShift work3 days per week
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