
Executive Director, UHNW Wealth Client Advisor
JPMorganChase, San Francisco, CA, United States
JPMorganChase is seeking a Client Specialist focused on wealth management, addressing the needs of High Net Worth individuals. This role involves collaborating with wealth advisors, generating new assets, and delivering tailored solutions. Ideal candidates have assessments such as Series 7, 63, 65 licenses, and a background in financial services, along with strong communication and sales skills. This opportunity provides a pathway to engage with affluent clients and deepen valuable wealth relationships.
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