Strategic Wealth Director — Client Relationships
JPMorgan Chase & Co.
JPMorgan Chase & Co. Wealth Management is seeking a Client Specialist to drive new wealth relationships and deepen existing ones by addressing clients’ wealth needs. You will collaborate with bankers and Wealth Advisors, market JPMorgan Chase wealth services, and deliver initial counsel tailored to each client’s situation. You will generate opportunities from bank referrals, existing clients, and self-sourced business development, while not directly managing investments long-term. #J-18808-Ljbffr JPMorgan Chase & Co.
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$180k - $300k
...partnering with attorneys and clients to deliver cutting-edge... ...forward-thinking peers. The Director of Client Engagement Strategy... ..., shaping how the firm uses strategic engagements, sponsorships,... ...experiences to strengthen priority relationships, create growth opportunities...- Engagement Director, Strategic ClientsLocation: New York office (Hybrid, in office no less than... ...firm’s most complex and high-profile client engagements. Working directly with executive... ..., and maintain strong executive relationships throughout the engagement lifecycle. Success...Full timeFor subcontractorWork at officeLocal areaRemote workFlexible hours3 days per week
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...ownership—it’s our approach to business and relationships. We know that supporting your... ...personal goals is the best way to help our clients and advance our business. We take that... ...relationships; work with clients to identify strategic investment objectives and needs -...Full timeWork at officeLocal area$200k - $260k
...international and domestic corporate clients and institutional investors.... ..., Americas and Asia. The Wealth & Asset Managers sector is... ...of developing and building relationships with Asset Managers, Pension... ...point of contact and strategic advisor, bridging the gap between...Full timeWork at officeShift work- ...Job Description Job Description Wealth Director NYC Do you know the difference between... ..., save us both the trouble. Our client, a national fiduciary firm backed by a... ...its hunter. You would originate relationships with high-net-worth families, primarily...Work at office
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$90k - $155k
...our AFRM/COO team as a Director/AVP in GCC Management... ...related to Accounting Firm Relationship Management (AFRM). The... ...organization, be a strategic partner and execute... ...innovating to better serve our clients and our communities in... ...banking, securities, wealth management and asset...Contract workTemporary work$150k - $250k
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