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Financial Services
Support institutional client servicing and execution of orders, assist pre-trade/post-trade operations, prepare trade recaps and market content, collaborate across sales, trading, research, operations and technology, and ensure compliance and risk controls while learning products and platforms.
Top Skills:
Algorithmic Trading PlatformsDirect Market AccessTrading Platforms
4 Hours AgoSaved
Financial Services
Build and manage a client book of business while providing personalized investment solutions, comprehensive financial planning, goals-based advice, financial coaching, and partner referrals. The advisor cultivates client relationships, supports acquisition, explains investment technology, understands financial markets, and maintains strong ethical and service standards.
Top Skills:
Health Insurance LicenseLife Insurance LicenseLong Term Care Insurance LicenseSeries 63Series 65Series 66Series 7
Financial Services
Manage and deepen a portfolio of approximately 100 large business clients, focusing on deposits, cash management, credit opportunities, retention, growth, referrals, and primary banking relationships. Provide customized financial advice, partner with product specialists and internal banking teams, support business credit deals, and identify personal and business financial solutions. Ensure strong client experiences while adhering to risk management protocols, controls, and regulatory requirements.
Top Skills:
ExcelMS OfficeOutlookPowerPointWord
Financial Services
Develop and manage fintech client relationships across EMEA, grow new business, achieve sales targets, and expand payment solutions. Build pipelines, create account plans, analyze markets and financials, coordinate onboarding and KYC/AML processes, manage risk and compliance issues, and partner with internal teams to deliver treasury, merchant, liquidity, trade, card, and FX services.
Top Skills:
MS Office
Reposted 5 Hours AgoSaved
Financial Services
Provide comprehensive financial planning and investment advice to individuals and families, support and grow a book of business, collaborate with senior advisors and partners, implement goals-based plans, maintain client communication during market events, develop marketing and digital strategies, and obtain/maintain required licenses to deliver holistic wealth and insurance solutions.
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Reposted 5 Hours AgoSaved
Financial Services
Provide subject-matter expertise on JP Morgan investment themes, products, and platforms to ~300–400 advisors across a Northeast territory. Present at group meetings and one-on-ones, run workshops, support client meetings, coordinate cross-discipline presentations, and drive divisional sales goals while managing territory logistics and travel.
Top Skills:
Zoom
Financial Services
Lead sales of the full payments and treasury product suite across Singapore and APAC. Build pipeline, win new business, manage end-to-end sales and implementation, engage senior clients with integrated treasury solutions, and partner with global stakeholders to execute regional sales strategy.
Reposted 5 Hours AgoSaved
Financial Services
Serve as a subject-matter expert on investment products and capital markets, present to and develop advisors across a multi-region territory, run workshops and one-on-one meetings, support client meetings, coordinate cross-discipline presentations, and drive divisional goals while traveling overnight to cover ~300-400 advisors.
Top Skills:
Zoom
Financial Services
Support advisors and specialists to onboard new clients and serve existing international clients by delivering customized wealth management solutions, client relationship building, and tailored financial planning across investments, credit, banking, and trust & estates.
Reposted 5 Hours AgoSaved
Financial Services
Support Financial Advisors and ultra-high-net-worth clients through onboarding, account maintenance, trade execution, and product support. Serve as liaison across teams, prepare portfolio reviews, handle transfers and ad hoc requests, and participate in firm and regional initiatives while ensuring regulatory compliance.
Top Skills:
ExcelJp Morgan OnlineMobile SuitePowerPointWord
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