Collecting information
Organizing data
Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Helping the customers and businesses we serve
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 Advisor in Chase
Preferred Skills and/or Experience Experience with portfolio management systems (Black Diamond, RedTail, Outlook, MarketingPro) and/or Fidelity Wealthscape considered a plus. Responsibilities Facilitate, execute, and/or review a variety of client requests and transactions, including new account ap
Markets new and renewal business for Private Equity firms, Venture Capital firms, Family Offices and Private Equitybacked portfolio companies by:. Builds and structures portfolio company insurance programs that align with sponsor objectives, including benchmarking, harmonizing limits and retentions,