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The team focuses on portfolios within the Commercial and Investment Bank, Commercial Banking, Wealth Management, and Business Banking lines of business. Duties include coordinating team assignments with the Credit Review Director, defining project scope and sample selection, evaluating internal controls and systems that mitigate credit risk, communicating with business management, reviewing results to identify key issues and dimensioning the significance of those findings, recommending corrective action as needed, report writing, and archiving all relevant documents.
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Internal Audit is an independent function at JPMorgan Chase that aims to enhance and protect the firm by providing risk-based and objective assurance, advice and insight. #LI-Onsite #LI-Hybrid JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
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Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
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The Cyber security and Technology Controls Adoption Readiness Assessment team manages planning and execution of technology platform assessments as well as ensure readiness and remediation across all applicable technology platforms at the bank.
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Come join our firm as an Investment Counsellor for a provided roster of high-net-worth clients. As a Canadian Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States.
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Full Time, Permanent Opportunity for Investment Officer (Must be local to PLANO, TX) The Investment Officer is responsible for cultivating and managing relationships of assigned accounts with the goal of increasing market share within each account, growing overall industry market share for Catalyst and achieving the individual sales goals set by management.
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This is an inside sales role with an Investment firm and the primary responsibilities are calling high-net-worth leads that the firm provides, scheduling video meetings with prospective clients for the purpose of gathering new assets (clients for the firm.
$400,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.
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Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. The Opportunity: As an Investment Counselor, you are the voice of Customer to our clients in the United States.
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Certification: Industry certification such as Chartered Financial Analyst (CFA) certification and or Chartered Alternative Investment Analyst (CAIA) is preferred. Manages and delivers an ongoing expertise in historical and forward-looking capital market and macroeconomic factors, asset/liability management objectives, and total return/source of return preferences to support refining strategic and tactical asset allocations in alignment with investment objectives and policies, while considering the unique regulatory, accounting, and tax landscapes.
$390,150 a yearFull-timeExpandApply NowActive JobUpdated 25 days ago - UpvoteDownvoteShare Job
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NextPath Career Partners is currently seeking an Investment Counselor to join our client’s team in Tampa, FL. This is a hybrid, direct hire position. The post Investment Counselor (4129) appeared first on NextPath Career Partners.
$75,000 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Type: Hybrid - 2 days WFH, 3 days ONSITE
$40 an hourFull-timeExpandApply NowActive JobUpdated 29 days ago - UpvoteDownvoteShare Job
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As an Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients.
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Completes a suitability review with client to assess the investor’s financial situation, including, but not limited to, his age, income, net worth, current investments, investment experience and objectives, investment time horizon, risk tolerance, and liquidity needs.
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