Jobbörse
Finde Jobs in deiner Nähe – ob vor Ort, hybrid oder remote.- Ähnliche Jobs zu: Client Advisor, Rolex - Naples
Private Client Banker - Vanderbilt Beach and US 41N - Naples, FL
ChaseNaplesPrivate Client BankerAt Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships b
Client Advisor
MCM WorldwideSanta ClaraJob TitleMCM is a luxury lifestyle goods and fashion house founded in 1976 with an attitude defined by the cultural Zeitgeist and its German heritage with a focus on functional innovation, including t
Client Advisor
GallagherManchesterIntroduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ec
Client Advisor
Pegasus CDJR LLCEnnisPegasus CDJR Is Hiring!Join Us for the Grand Opening of Our Magnificent New FacilityPegasus CDJR is excited to welcome talented experienced sales professionals as we prepare to open our brand-new, sta
Client Solutions Advisor
CCC Information Services IncBaton RougeClient Solutions AdvisorSalary range is: $62,623.97 - $80,000.00This position is bonus and/or commission eligible.CCC Intelligent Solutions Inc. (CCC) is a leading cloud platform for the multi-trillio
Client Design Advisor
RX2 SolutionsUnited StatesTITLE:Client Design Advisor TYPE:Direct Hire LOCATION:Rutherford, NJ ONSITE/REMOTE/HYBRID:Onsite START DATE:July/August 2026We are seeking a Client Design Advisor to support a company that provides de
Client Advisor- West Hartford
Tiffany & Co.FarmingtonTiffany & Co. Job PostTiffany & Co... the name instills images of Beauty, Romance and the iconic Blue Box. It is a Symbol of Excellence. For 175 years, Tiffany has created a legacy of exquisite design
Client Advisor - Palm Beach Gardens
Tiffany & Co.Palm Beach GardensTiffany Client AdvisorWe expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of
Leasing Advisor - Sales & Client Experience
RMS CompaniesStamfordWe are seeking a Leasing Advisor to work in our headquarters office (Stamford, CT) and join our team that oversees residential apartment leasing activity and lease administration across our portfolio.
Remote Insurance Sales Advisor - Client Solutions
Unlock Potential 360FairmontUnlock Potential 360 is seeking a remote Insurance Sales Representative to assist individuals and families in understanding coverage options. This role involves reaching out to clients, reviewing thei
Remote Insurance Sales Advisor - Client Solutions
Unlock Potential 360WaukonUnlock Potential 360 is looking for an Insurance Sales Representative to work remotely with individuals and families seeking coverage options. You'll reach out to clients, review their needs, and assi
Commercial Lines Sales Executive | Client Advisor
World Insurance Associates LLCTampaWorld Insurance Associates, LLC. is looking for a Commercial Lines Sales Executive (Client Advisor) who will focus on identifying and closing new commercial clients. This role leverages a vast array o
Retail Sales & Client Advisor Keyholder (Fashion)
brobstongroup.com - JobboardNew Yorkbrobstongroup.com - Jobboard is seeking a Sales & Client Advisor (Keyholder) for its store on Madison Avenue in New York. This role supports daily operations while helping to achieve sales targets and
Remote Insurance Sales Advisor - Client-Focused
Unlock Potential 360CabinsUnlock Potential 360, located in the United States, is looking for an Insurance Sales Representative (Remote) to assist individuals and families with understanding their coverage options. The role emp
Asset Management - Client Advisor - RIA Channel, Chicago
ChaseNew LenoxClient Advisor In The Institutional Advisor ChannelJ.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams,
Personal Lines Client Executive & Sales Advisor (Remote)
NFPMinneapolisNFP Corp, located in Plymouth, MN, is hiring a Personal Risk Client Executive/Sales Advisor for a full-time position with remote/hybrid capabilities. The role focuses on personal insurance sales, prov
Fine Jewelry Expert Client Advisor & Sales Leader
brobstongroup.com - JobboardKing of Prussiabrobstongroup.com - Jobboard is seeking an Expert Client Advisor for Fine Jewelry in King of Prussia, Pennsylvania. This role is essential in delivering exceptional client experiences while driving in
Personal Lines Client Executive/Sales Advisor (MN Hybrid)
NFPSaint PaulWho We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and indivi
Lux Optical Sales Advisor | Trendy Eyewear & Client Focus
Oliver PeoplesAspenOliver Peoples is seeking a Retail Sales Associate in Aspen, Colorado. You will provide exceptional customer service, build relationships with clients, and achieve sales targets through effective upse
Remote Insurance Sales Advisor | Build Lasting Client Relationships
Unlock Potential 360WaukeeUnlock Potential 360 is looking for an Insurance Sales Representative to work remotely with clients in the United States. This role involves reaching out to clients who have expressed interest in cove
J.P. Morgan Wealth Management Private Client Advisor - Westminster, CA
ChaseWestminsterPrivate Client AdvisorAt 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 mai
Remote Insurance Sales Advisor — Build Client-for-Life Relationships
Unlock Potential 360StarkvilleUnlock Potential 360 in Starkville, United States, is seeking a remote Insurance Sales Representative to support individuals and families looking for coverage options. This client-facing role emphasiz
J.P. Morgan Wealth Management Private Client Advisor - Boulder, CO
ChaseBoulderPrivate Client Advisor In Chase Wealth ManagementAt J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary
Client Advisor Private Banking (m/w/d) in Vollzeit
Atlan Family Office GmbHHamburgWir sind ein aufstrebendes, dynamisches Multi Family Office, das durch ein internationales Netzwerk und langjährige Expertise im Wealth Management überzeugt. Als lizenziertes Vermögensverwaltungsunter
J.P. Morgan Wealth Management Private Client Advisor - Monroe Rt 17M
ChaseMonroePrivate Client AdvisorAt 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 mai
Private Client Banker - Vanderbilt Beach and US 41N - Naples, FL
- Naples, Florida, United States
- Naples, Florida, United States
Über
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
- Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients.
- Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs.
- Engage in clear, polite, consultative communication to understand and help clients, building trust ask questions and listen to understand, anticipate their needs.
- Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
- Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
- Adheres to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
- 1+ year Branch Banking Banker or equivalent experience in Financial Services sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation.
- Ability to create memorable experiences for our clients elevate the client experience.
- Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
- Ability to resolve client issues quickly and effectively with attention to detail providing consistent client experience.
- Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
- High school degree, GED, or foreign equivalent.
- The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided.
- Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
- College degree or military equivalent.
- Experience in cultivating relationships with affluent clients.
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default
About UsChase is a leading financial services firm, helping nearly half of America'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' and employees' 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 TeamOur Consumer & 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're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.
Sprachkenntnisse
- English
Dieses Stellenangebot stammt von einer Partnerplattform von TieTalent. Klick auf „Jetzt Bewerben”, um deine Bewerbung direkt auf deren Website einzureichen.