National Private Bank Client Advisor
testing site jpmcPhoenix, AZ
National Private Bank Client Advisor
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceCommercial BankingSavings Institutions and Other Depository Credit Intermediation
J.P. Morgan's U.S. Private Bank is seeking a National Client Banker to advise families on wealth management, credit, and banking, operating within a national coverage team and supported by an institutional platform. The role focuses on delivering holistic, goals-based planning and exceptional client experiences. You will manage a large client book, coordinate with internal specialists, and re-engage clients to introduce Private Bank capabilities while maintaining strict risk and regulatory
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Level
Senior L5
Location
Phoenix, AZ
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
9 days ago