Wealth Client Specialist for UHNW Relationships
JPMorganChase
A leading global financial services firm in New York seeks a Client Specialist to enhance client wealth relationships and introduce wealth services. The ideal candidate has over 7 years in wealth management, holds Series 7 and 63 licenses, and demonstrates strong sales abilities. Responsibilities include collaborating with bankers, engaging with existing clients, and delivering tailored wealth solutions. Competitive total rewards package offered including salary, commission, and comprehensive benefits such as healthcare coverage and retirement plans. #J-18808-Ljbffr JPMorganChase
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$34 - $43 per hour
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...Wealth Strategist/Client Development Sales Executive Northern Trust, a Fortune... ...for cultivating new relationships with individuals, families... ...support of our local team of specialists and national resources,... ...with ultra high net worth(UHNW) individuals, families and...Local area- ...Dormont Manufacturing Co is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors. This role involves nurturing client relationships, executing transactions, and managing administrative tasks. The ideal candidate...
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