senior private client advisor

Henley and Partners

<div>Joining Henley &amp; Partners
As the leading global citizenship and residency advisory firm for over two decades, Henley &amp; Partners helps clients navigate the complex landscape of investment migration and citizenship planning.
Why Choose Henley &amp; Partners?<ul><li>
Global Impact: Make a difference by helping individuals and families access new opportunities and secure a brighter future through alternative citizenship and residency options.</li><li>
Cutting-Edge Expertise: Join industry pioneers providing innovative solutions and exceptional service through an extensive international network.</li><li>
Dynamic Culture: Work in a multicultural and inclusive environment with over 40 offices worldwide, fostering collaboration and personal growth.</li><li>
Continuous Learning: Benefit from ongoing professional development, training programs, and industry conferences to enhance your skills.</li><li>
Impactful Projects: Engage in high-profile projects that shape the future of investment migration and global mobility.</li><li>
Work-Life Balance: Enjoy flexible working arrangements and benefits that support your well-being.</li></ul>
...but that's enough about us, let's talk about you!
As a Private Client Advisor, you&rsquo;ll be an ambassador for H&amp;P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients.
Responsibilities:<ul><li>
Raise awareness about H&amp;P's services and solutions by proactively reaching out to potential clients and intermediary partners.</li><li>
Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects/leads.</li><li>
Provide expert advice on residency &amp; citizenship planning to help clients achieve their objectives.</li><li>
Qualify prospects and perform initial due-diligence checks to assess suitability and mitigate operational risks.</li><li>
Collaborate with Relationship Managers (RMs) to deliver a world-class client experience throughout the sales journey.</li><li>
Achieve a high success rate in converting sales leads into H&amp;P clients.</li><li>
Meet and exceed annual sales targets for assigned jurisdictions.</li><li>
Actively expand the existing contact database to identify new opportunities for value creation.</li><li>
Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects.</li><li>
Keep detailed and effective notes on prospect and customer interactions using our CRM system.</li><li>
Act as a positive representative of H&amp;P and our brand at industry events and conferences</li></ul>
Qualifications:<ul><li>
Undergraduate degree in business, economics, marketing, or related disciplines.</li><li>
Masters or advanced degrees are considered an advantage.</li><li>
+3 years of customer-facing sales experience in investment, insurance, private banking, wealth management, real-estate or recruitment.</li><li>
Knowledge and experience with HNWIs is highly appreciated.</li><li>
Multilingual and territorial-specific experience is considered an advantage.</li><li>
Exceptional communication skills to engage with industry stakeholders - full English and Arabic proficiency is required</li><li>
Collaborative approach to build positive relationships and influence others.</li><li>
Excellent negotiation and persuasion skills, including tact and diplomacy.</li><li>
Strong research and strategic analysis skills, with proficiency in Microsoft Office and CRM systems.</li><li>
Ability to gather data and provide accurate client analysis for tailored solution.</li></ul> 
Join our team and be part of an organization that values innovation, fosters collaboration, and believes in the potential of its employees. We offer competitive compensation, comprehensive benefits, and a dynamic work environment that encourages growth and personal development.
If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today.
We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: https://www.henleyglobal.com/privacy-policy
iGeM5bGGRy</div>

Private Client Advisor

ahlibank

<div>
 
 SUMMARY OF ROLE:
 
 
 The Private Banking Senior Relationship Manager is responsible for acquiring and growing Private Banking client relationships, increasing Assets under Management (AUM), and enhancing both liabilities and asset portfolios. The role requires delivering superior client service, achieving revenue targets, and ensuring full compliance with risk and regulatory guidelines.
 
 
 
 KEY RESPONSIBILITIES:
 
 
 
 Responsibilities
 
 
 
 Business Development
 
 
 &bull; Source and acquire new Private Banking clients in line with the Bank&rsquo;s strategic objectives.
 
 &bull; Identify high-net-worth individuals and build strong, trust-based relationships.
 
 &bull; Promote the full suite of Private Banking products and services to attract new assets and liabilities.
 
 
 
 Relationship Management
 
 
 &bull; Strengthen and grow relationships with existing Private Banking clients.
 
 &bull; Understand clients&rsquo; financial needs and provide tailored investment and banking solutions.
 
 &bull; Ensure high levels of client satisfaction through personalized service and regular engagement.
 
 
 
 Sales Process &amp; Reporting
 
 
 &bull; Apply a structured and disciplined sales approach, including needs-based selling and cross-selling.
 
 &bull; Maintain up-to-date records of sales activities, visits, and pipeline opportunities in Qube or other relevant systems.
 
 &bull; Report on sales performance and progress against targets to line management.
 
 
 
 Compliance &amp; Risk Management
 
 
 &bull; Ensure adherence to all compliance requirements, including KYC, AML, and CBO regulations.
 
 &bull; Monitor client transactions and activities for any red flags or risk indicators.
 
 &bull; Collaborate with internal risk and compliance teams to manage any identified issues.
 
 
 
 Product &amp; Market Expertise
 
 
 &bull; Maintain strong knowledge of the Bank&rsquo;s investment, wealth, and liability product offerings.
 
 &bull; Stay updated on market developments, economic trends, and client behaviors.
 
 &bull; Recommend appropriate solutions aligned with clients&rsquo; investment profiles and risk appetites.
 
 
 
 
 Requirements
 
 
 &bull; Omani nationals only
 
 &bull; Bachelor&rsquo;s degree in Finance, Business Administration, Economics, or a related field.
 
 &bull; Minimum 6 years of experience in private banking, wealth management, or financial advisory roles.
 
 
 
 
</div>

Senior Relationship Manager - Private Banking

CELINE

<div>
 
 POSITION: SENIOR CLIENT ADVISOR
 
 
 
 CELINE, founded in 1945 by C&eacute;line Vipiana, is an iconic French Leather-Goods, Fashion &amp; Couture House belonging to the LVMH Group. To have a chance of joining CELINE, you must thrive as a team player in a fast-paced environment amongst passionate, agile, and authentic people.
 
 
 
 YOUR WORK ENVIRONMENT
 
 
 
 As a Senior Client Advisor, you have been able to demonstrate your skills and your overwhelming desire to contribute to maintaining the prestigious brand image of CELINE in each of your customer experiences. Meeting all of the behavioral expectations, you have proactively taken additional areas of responsibility. This could include one or a range of the following areas: supporting my manager on client and business development, floor management, visual merchandising specialist, training ambassador or supporting operations.
 
 
 
 Job Responsibilities
 
 
 
 
 Business Development
 
 
 
 <ul>
 <li>
 Contribute to the store&rsquo;s business success by achieving and exceeding sales targets, demonstrating a strong commercial mindset, and deep product knowledge.
 </li>
 <li>
 Proactively engage with clients to understand their needs, offering tailored recommendations and complementary products that enhance their experience with CELINE. Utilize cross-selling techniques to maximize sales opportunities and introduce clients to the full range of CELINE&rsquo;s offerings.
 </li>
 <li>
 Supports the management team in various operational activities from KPIs analysis to animating a morning brief.
 
 
 </li>
 </ul>
 
 Team and People
 
 
 
 <ul>
 <li>
 Foster a positive team spirit by collaborating closely with your colleagues, supporting each other in achieving both individual and collective goals.
 </li>
 <li>
 Contribute to a harmonious work environment where every team member feels valued and motivated to deliver their best.
 </li>
 <li>
 Support new joiners in their onboarding, sharing best practices, leading by example and supporting them in achieving their goals.
 
 
 </li>
 </ul>
 
 Client Development
 
 
 
 <ul>
 <li>
 Deliver an exceptional client experience by welcoming, advising, and providing unparalleled service to each client, ensuring their journey with CELINE is memorable and contributes to great results in VOC
 </li>
 <li>
 Build and nurture lasting relationships with clients through personalized clienteling, cultivating loyalty and long-term connections. Leverage cross-selling strategies to deepen client engagement and drive repeat purchases.
 
 
 </li>
 </ul>
 
 Operations Excellence
 
 
 
 Capable of upholding CELINE&rsquo;s standards of compliance by adhering to internal procedures and guidelines, ensuring smooth and efficient store operations with little to no guidance or supervision needed.
 
 
 <ul>
 <li>
 Be actively part of the operational life of the store: Visual merchandising, restocking, transfers, after-sales service, inventory management.
 
 
 </li>
 </ul>
 
 Image &amp; Brand
 
 
 
 <ul>
 <li>
 Serve as a CELINE ambassador, embodying the Maison&rsquo;s values and excellence in every client interaction.
 </li>
 <li>
 Share the rich history and stories behind our products, captivating clients with engaging storytelling that deepens their connection to the brand.
 </li>
 <li>
 Maintain the highest standards of visual merchandising and personal presentation, contributing to the elegant and sophisticated image of CELINE.
 
 
 </li>
 </ul>
 
 Profile
 
 
 
 Experience:  You bring at least 1 to 2 years of professional experience in sales, within the fashion or luxury industry. Competencies:   Passion for luxury fashion and a deep understanding of CELINE's products, heritage, and brand identity. Client-centric mindset with a focus on delivering exceptional experiences and building lasting relationships. A passion for challenges and a collective drive to achieve set objectives. Initiative, a sense of service, natural curiosity, open-mindedness, optimism, and empathy are crucial for success at CELINE. Adaptability and flexibility to meet the demands of a dynamic retail environment. Strong ethical compass and commitment to compliance and corporate social responsibility. Languages:  English, proficiency of other language(s) will be an advantage
 
 
 
 Additional Information
 
 
 
 
 OUR COMMITMENT
 
 
 
 CELINE is an equal opportunity employer. We want to offer an inclusive environment of mutual respect where we welcome diversity and where all our employees feel included developed and heard.
 
 
 We are committed to the prevention of all discrimination, providing equal opportunities to all applicants regardless of gender, gender expression, disability, origin, background, religious beliefs or sexual orientation or any other basis protected by law.
 
 
 CELINE recruits and recognizes all types of talents and singularities.
</div>

Senior Client Advisor

Manzil Asset Management

<div>
 
 
 About the Company
 
 
 
 
 
 
 At Manzil Asset Management, we redefine the real estate landscape through a holistic, integrated approach to property investment and management. At the heart of Dubai&rsquo;s dynamic market, we offer a suite of tailored real estate services designed to cater to every aspect of an investors journey.
 
 
 
 
 
 
 About the Role
 
 
 
 As a Private Client Advisor, you will be the trusted real estate consultant for high-net-worth individuals, guiding them through exclusive property investments, sales, and rentals. This role requires a deep understanding of the luxury real estate market, exceptional client relationship management, and the ability
 
 
 to provide tailored solutions that align with each client&rsquo;s unique needs. You will be responsible for
 
 
 sourcing premium properties, negotiating high-value transactions, and delivering an unparalleled client experience. If you have a passion for luxury real estate, a strong network, and a results-driven mindset, this is the perfect opportunity to elevate your career.
 
 
 
 
 
 
 What We Offer
 
 
 <ul>
 <li>
 Basic Salary: Up to AED 5,000- AED 6,000 (initial months, based on experience)
 </li>
 <li>
 Highly attractive, uncapped commission structure
 </li>
 <li>
 Visa &amp; Medical Insurance
 </li>
 <li>
 Qualified investor leads
 </li>
 <li>
 Marketing and personal branding support
 </li>
 <li>
 Continuous training, tools, and mentorship
 </li>
 <li>
 Access to exclusive, off-market, and premium inventory
 </li>
 </ul>
 
 
 
 
 
 Responsibilities
 
 
 
 
 
 <ul>
 <li>
 Generate leads and identify potential clients through various channels, including referrals, networking, online platforms, and direct marketing.
 </li>
 <li>
 Conduct market research to stay up to date with current trends, property values, and competitor activities.
 </li>
 <li>
 Assist clients in buying, selling, and renting residential or commercial properties by providing accurate and comprehensive information.
 </li>
 <li>
 Actively build and maintain a database of potential buyers and sellers, ensuring regular follow up and nurturing of leads.
 </li>
 <li>
 Conduct property viewings, presenting properties to clients, highlighting key features, and addressing any inquiries or concerns.
 </li>
 <li>
 Guide clients through the negotiation and sales process, presenting offers, and facilitating counteroffers to secure favourable agreements.
 </li>
 <li>
 Collaborate with property owners, developers, and landlords to list and market properties effectively.
 </li>
 <li>
 Prepare and present sales contracts, agreements, and related documents accurately and in compliance with legal requirements.
 </li>
 <li>
 Provide exceptional customer service and establish long-term relationships with clients to generate repeat business and referrals.
 </li>
 <li>
 Maintain accurate records of all sales activities, client interactions, and transactions in the CRM system.
 </li>
 <li>
 Attend industry events, exhibitions, and networking functions to expand professional networks and promote company services.
 </li>
 <li>
 Stay updated with industry regulations, market conditions, and changes in property laws to provide accurate advice and guidance to clients.
 </li>
 <li>
 Collaborate with colleagues and team members to achieve individual and team sales targets.
 </li>
 </ul>
 
 
 
 
 
 Qualifications
 
 
 
 
 
 <ul>
 <li>
 Bachelor's / master&rsquo;s degree in business administration, or related field.
 </li>
 <li>
 2+ years of experience in luxury real estate, property consulting, or a related high-net-worth client-facing role.
 </li>
 <li>
 RERA certification or willingness to obtain one (mandatory for practicing in Dubai).
 </li>
 </ul>
 
 
 
 
 
 Required Skills
 
 
 
 
 
 <ul>
 <li>
 Proven track record of successfully closing high-value property transactions.
 </li>
 <li>
 Strong network of UHNW (Ultra High Net Worth) clients and investors.
 </li>
 <li>
 Excellent negotiation, communication, and relationship-building skills.
 </li>
 <li>
 Deep understanding of Dubai&rsquo;s luxury real estate market, property laws, and investment trends.
 </li>
 <li>
 Ability to manage multiple clients and transactions simultaneously with high attention to detail.
 </li>
 <li>
 Proficiency in CRM software and real estate platforms (Bayut, Dubizzle, Property Finder, etc.).
 </li>
 <li>
 Multilingual skills (English is required; Arabic, Russian, French, or Chinese is a plus).
 </li>
 <li>
 Highly motivated, target-driven, and results-oriented.
 </li>
 <li>
 Professional, presentable, and able to build trust with high-profile clients.
 </li>
 <li>
 Strong problem-solving skills and the ability to provide tailored investment solutions.
 </li>
 </ul>
 
 
</div>

Swisslinx Middle East

<div>
 
 On behalf of our client, an international corporate services provider established in DIFC, we are looking for Assistant Manager (Private Clients) to joinn thier team.
 
 
 
 
 
 The ideal candididate should have a corporate governance qualification (or currently pursuing) such as STEP / ICSA or similar as well as relationship management experience with DIFC/ADGM based Private Clients related to corporate/ trust/ fiduciary services .
 
 
 
 
 
 
 Job Description
 
 
 
 
 Purpose of the Job
 
 
 
 
 
 
 Company Secretarial Services
 
 
 
 
 <ul>
 <li>
 Preparation of directors and shareholder&rsquo;s resolution;
 </li>
 <li>
 Preparation and updating of registers and share certificates;
 </li>
 <li>
 Application for license renewal, and filing of annual returns;
 </li>
 <li>
 Submission of annual financial statements;
 </li>
 <li>
 Preparation and circulation of compliance checklist to directors;
 </li>
 <li>
 Organisation of board meetings;
 </li>
 <li>
 Drafting of agenda, and compiling the board pack;
 </li>
 <li>
 Attendance to board meeting as secretary, and providing compliance updates to board as well as taking attendance and recording of the meeting;
 </li>
 <li>
 Drafting of minutes of meetings and action points and circulating to the board of directors;
 </li>
 <li>
 Application for change in shareholding, officers, company name etc. (including resolutions drafting and online application)
 </li>
 </ul>
 
 
 
 
 Corporate Administration
 
 
 
 
 <ul>
 <li>
 Preparation of transfer instructions;
 </li>
 <li>
 Follow up with the bank for swift details;
 </li>
 <li>
 Preparation of letters;
 </li>
 <li>
 Drafting transfer instructions
 </li>
 </ul>
 
 
 
 
 Bank Account Opening
 
 
 
 
 <ul>
 <li>
 Preparation of bank forms for bank account opening;
 </li>
 <li>
 Liaison with the bank for bank account opening;
 </li>
 <li>
 Attendance at meeting with banker and provision of documents and information.
 </li>
 </ul>
 
 
 
 
 Company Set Up/Migration
 
 
 
 
 <ul>
 <li>
 Liaison with authorities to request for online portal admin login
 </li>
 <li>
 Drafting all required set up application forms and resolutions/POA to be signed by the client and sending them to the client (subject to RM authorization)
 </li>
 <li>
 Uploading all KYC and signed documents on Sharepoint or Filesite
 </li>
 <li>
 Completing online application, uploading all required documents on the portal, and submitting the application online
 </li>
 <li>
 Follow up and respond to queries from authorities for initial approval
 </li>
 <li>
 Accompanying client for the signature of Memorandum and Articles of Association and lease is booked with client and authority
 </li>
 <li>
 Follow up with Authorities for the issuance of the license, registration certificate, and Memorandum and Articles of Association
 </li>
 <li>
 Circulating the license, registration certificate and Memorandum and Articles of Association
 </li>
 <li>
 Preparation and submission of post-licensing work/requirements
 </li>
 <li>
 Inform the client to comply with the post-licensing requirements: appointment of an auditor, company stamp, letterhead, PSA, etc.
 </li>
 </ul>
 
 
 
 
 Visa Services (Provided as part of our set up services)
 
 
 
 
 <ul>
 <li>
 Drafting of forms and application for visa application;
 </li>
 <li>
 Collecting documents from clients and uploading on the respective application portal;
 </li>
 <li>
 Submitting an application online and arranging for payment/portal top-up;
 </li>
 <li>
 Organising client&rsquo;s medical visit and fingerprinting (The PRO accompanies the client);
 </li>
 <li>
 Arranging for submission of passport to the authorities for visa stamping;
 </li>
 <li>
 Following up with authorities and updating client until visa issuance
 </li>
 </ul>
 
 
 
 
 Client Liaison and Relationship Management
 
 
 
 
 <ul>
 <li>
 Liaising with the client with respect to jobs under process;
 </li>
 <li>
 Managing client complaints, and providing the solution/escalating
 </li>
 </ul>
 
 
 
 
 Job Management
 
 
 
 
 <ul>
 <li>
 Creation of Job Fee set up, credit memos;
 </li>
 <li>
 Drafting and issuance of invoices and credit notes;
 </li>
 <li>
 Follow up for payment of invoices;
 </li>
 <li>
 Assisting with the review of Work-In-Progress and in determining write offs
 </li>
 </ul>
 
 
 Qualifications
 
 
 <ul>
 <li>
 Degree Holder
 </li>
 <li>
 ICSA/ACCA Qualified or ongoing
 </li>
 </ul>
 
 
</div>

Assistant Manager (Private Clients) - Corporate Services Provider/ Fund Administration firm

Commercial Bank of Dubai

<div>Dubai Experienced Permanent ID: 101516</div>
 <div><div><div><div><h3 class="jobSectionHeader">DESCRIPTION</h3>
<div>Operating in the UAE for over 50 years, CBD manages the financial requirements of some of the largest corporates and businesses operating in the country, driving the UAE economy. Over the years, CBD has transformed into a progressive and modern banking institution winning multiple awards for its digital initiatives, credit cards, bank accounts, mobile app features and services. 
CBD has been recognized as the number one bank in the UAE on the Forbes list of The World&rsquo;s Best Banks 2022. 
As we continue to build upon our successes, we are looking for ambitious individuals who are passionate about the banking and finance industry and the markets in which CBD operates. Just as important to us is your ability to demonstrate a talent for dealing with people - your colleagues and our customers and delivering service that really goes the extra mile. 
Job Purpose: 
To efficiently manage, grow and advise a portfolio of Ultra High Net Worth clients, providing them with the highest quality service and advice. Working with clients to evaluate their financial data and investment objectives in order to recommend and implement the most appropriate investment strategy 
Principal Accountabilities:
﻿ 
Planning:
Devise and implement realistic annual business plan in aid of achieving annual financial targets 
Target achievement: 
Achieve assigned monthly sales and service targets.
Client Service 
 
Provide the highest quality service by building, maintaining and growing relationships with clients.
Meet and work with clients to evaluate their financial data and investment objectives in order to recommend &amp; implement the most appropriate investment strategy and understand each client&rsquo;s financial objectives and provide tailor made services.
Responsible for immediate closure of all queries and issues of the wealth customers related to banking products and services. 
Reports:
Responsible to provide monthly client portfolio reports to management. 
Interdepartmental Coordination:
Actively liaise with various departments to provide and gain leads for prospective business and new clientele. Coordinate with the Legal to verify all customer contracts.
Ensure all departments coordinate in a timely manner providing excellent customer service to clients. 
Corporate Governance:
Ensure all documentation is completed accurately, within the agreed timeframes and all necessary supporting documents are obtained.
Ensure full compliance to risk policies and procedures to minimize the error ratios and customer frauds.
Comply with Basel II framework for all retail banking operations
Comply with Anti &ndash; Money laundering requirements
Ensure that all investment recommendations are made in line with the banks prescribed investment approach</div></div></div></div></div>
 <div><div><div><div><h3 class="jobSectionHeader">REQUIREMENTS</h3>
<div>Education and Experience: 
Bachelor&rsquo;s Degree in Economics or Finance or Business Management 
CISI / SCA qualification or equivalent 
10 &ndash; 12 years of experience in Retail banking with 5 years of exposure to Private Banking / Wealth Management in UAE.</div></div></div></div></div>

Senior Private Banking Manager

JPMorganChase

<div>JOB DESCRIPTION 
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. 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 Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities<ul><li>
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades</li><li>
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation</li><li>
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports</li><li>
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires</li><li>
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)</li><li>
Prioritize daily work, track progress for current work, and consistently meet deadlines</li><li>
Maintain and foster team culture
</li></ul>Required qualifications, capabilities, and skills<ul><li>
A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment</li><li>
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam</li><li>
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment</li></ul>
ABOUT US 
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM 
<div>
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div><div> 
 
</div><div>We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

J.P. Morgan Wealth Management - Private Client Investment Associate - Wilmette, IL

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