
Asset Management - External Client Advisor
Are you an experienced and driven individual who is passionate about helping clients achieve their financial goals? Chase Bank is seeking an Asset Management - External Client Advisor to join our team and provide exceptional customer service to our clients.The Asset Management - External Client Advisor will be responsible for providing comprehensive financial planning advice to external clients and delivering superior customer service. This individual will be expected to develop and maintain relationships with clients and assist in the development of new strategies to reach financial goals.The ideal candidate will possess extensive knowledge in the area of asset management, financial planning and wealth management, as well as strong interpersonal and communication skills. The successful candidate will be expected to stay up to date with changing financial regulations and have an in-depth understanding of the financial industry.If you feel you have the required qualifications, please apply today and join us in helping clients reach their financial goals.
Or Related Field
Economics
Finance
• Strong Communication And Interpersonal Skills
• Bachelor's Degree In Business
• Minimum Of Years Of Experience In External Asset Management
• Proven Track Record Of Success In Client Relationship Management
• Knowledge Of The Financial Services Industry And Asset Management
• Ability To Understand And Interpret Data
Analytics And Market Trends
• Proficiency In Microsoft Office Suite And Financial Software
• Ability To
Risk Management
Financial Planning
Account Management
Client Service
Relationship Building
Investment Strategy
Sales Support
Portfolio Management
Regulatory compliance
Market analysis
Asset management
Client Relations
Client communication
Regulatory reporting
Investment Analysis
Communication
Leadership
Time management
Interpersonal Skills
creativity
Teamwork
collaboration
Adaptability
Problem-Solving
self-management
According to JobzMall, the average salary range for a Asset Management - External Client Advisor in Los Angeles, CA, USA is $51,000 - $80,000. This range may vary depending on factors such as experience, qualifications, and location.
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JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase.

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