J.P. Morgan Wealth Management – Private Client Advisor - Financial District San
California Jobs, San Francisco
J.P. Morgan Wealth Management – Private Client Advisor - Financial District San Francisco, CA and Surrounding Areas (Cantonese Bilingual Required)
Pay: Competitive
Employment type: Full-Time
Job Description
Req#: 33083614572
At J. P. Morgan Chase, we are passionate about helping our clients, taking care of our employees, building relationships, and delivering exceptional customer service, all while maintaining a strong commitment to diversity and inclusion. Using a broad investment product platform and cutting-edge digital technology, you will represent our brand and interact with clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You will deliver an exceptional investor experience by offering advised solutions and Chase partner referrals to deepen client relationships.
Responsibilities include:
- Supporting your team’s success and the bank's goals
- Providing financial advice tailored to client needs
- Building and maintaining strong client relationships
About the company
Notice
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