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Financial Services
Execute emerging-market fixed income, rates, and FX transactions for institutional clients. Provide market updates and intelligence, manage client orders, book trades, and collaborate with trading, structuring, and research teams. The role requires strong financial markets knowledge, attention to detail, communication skills, and the ability to work under pressure while developing cross-product expertise.
Top Skills:
BloombergMarketaxessExcelMicrosoft PowerpointMicrosoft Word
Financial Services
Supports Payments Sales Managers and Client Managers by preparing client presentations and briefings, analyzing data, coordinating meetings, maintaining sales pipelines, tracking opportunities, documenting proposals and account plans, and identifying process improvements. The role requires strong organization, communication, attention to detail, CRM proficiency, and adherence to compliance controls while supporting client growth and retention.
Top Skills:
Crm SoftwareExcelMicrosoft Office SuitePowerPointWord
2 Days AgoSaved
Financial Services
Supports Private Client Advisors with account opening, money movement, investment trades, client requests, relationship management, account reviews, performance reporting, lead generation, risk management, and compliance documentation. The role requires maintaining client relationships, promoting firm services, managing operational workflows, and meeting deadlines while supporting wealth planning activities.
2 Days AgoSaved
Financial Services
Provides comprehensive financial planning, investment advice, and insurance solutions to individuals and families. Builds and manages a client book of business through acquisition, relationship development, personalized recommendations, partner referrals, and goals-based planning. Educates clients on financial products and digital banking tools while maintaining strong integrity, market knowledge, and customer service. The role requires active securities and insurance licenses or obtaining them within 60 days.
Financial Services
Manages and deepens a portfolio of large business clients through deposit acquisition, cash management, credit solutions, retention, referrals, and customized financial advice. Builds long-term relationships with business owners, coordinates treasury and personal banking solutions, supports credit opportunities, and follows risk management and regulatory controls.
Top Skills:
ExcelMS OfficeOutlookPowerPointWord
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2 Days AgoSaved
Financial Services
Build and expand relationships within strategic accounts by supporting account executives, researching stakeholders, developing account plans, coordinating executive engagement and industry events, managing cross-functional initiatives, and advancing sales opportunities. The role maintains CRM data, coordinates meetings and follow-up, manages account action plans, and works across Sales, Marketing, Customer Success, Product, Partnerships, and executive teams.
Top Skills:
Account-Planning ToolsCRMSales Engagement Platforms
Financial Services
Sells Chase payment processing products and services to small and midsize business clients through inbound leads, referrals, and self-sourced opportunities. Responsibilities include prospecting, needs assessment, solution recommendations, pricing, negotiation, closing sales, maintaining records, supporting implementation, and meeting production goals. The role also requires adherence to risk management, regulatory, AML, and KYC requirements while collaborating with Credit, Risk, Quality Control, and internal partners.
Top Skills:
Ai ToolsExcelMS OfficeMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
Reposted 2 Days AgoSaved
Financial Services
Leads Payments sales and relationship management for financial institution clients across Eastern Europe. Responsibilities include acquiring new business, managing pipelines, achieving sales targets, developing senior-level client relationships, conducting financial and market analysis, coordinating onboarding and KYC/AML compliance, cross-selling payment solutions, managing risk and issue resolution, and representing J.P. Morgan at industry events.
Top Skills:
AmlKycMS Office
2 Days AgoSaved
Financial Services
Leads a market-based team of Financial Advisors, building a customer-focused culture and driving advisor recruitment, coaching, performance, and development. Partners with branch, business banking, and home lending teams to deliver integrated financial solutions. Oversees supervisory, administrative, operational, risk, and control responsibilities while promoting technology adoption, diversity, and strong customer service. Requires extensive advisor management experience, active FINRA licenses, strong investment product knowledge, and 50% travel.
Reposted 2 Days AgoSaved
Financial Services
Provide comprehensive financial planning and goals-based advice to individuals and families. Build and deepen client relationships through client acquisition, referrals, digital engagement, and personalized investment solutions while meeting regulatory licensing requirements.
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