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Client Advisor Support - Team Leader Chase- Candidate Experience page

2.0 - 6.0 years

0 Lacs

karnataka

On-site

You are a strategic thinker passionate about driving solutions using Client Management. You have found the right team. As a Client Advisor within our Private Banking team, you will be responsible for defining, refining, and achieving the set goals for our firm on a daily basis. Your responsibilities will include preparing presentations and materials for client and prospective client meetings, being aware of Asset Classes and characteristics, and the ability to work on Investment Proposals, Goal Based Analysis, and Investment Reviews. You will be coordinating with global investment specialists, wealth advisors, and capital advisors on client needs, meeting agendas, and managing client follow-...

Posted 1 month ago

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