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Provide comprehensive financial planning and investment advice to individuals and families, build and manage a book of business, acquire and deepen client relationships, coordinate with Chase partners, promote digital tools, and deliver goals-based planning and holistic financial coaching while maintaining regulatory and licensing requirements.

Provide comprehensive financial planning and investment advice to individual and family clients. Build and maintain client relationships, acquire new clients, coordinate with Chase partners, and promote digital tools. Deliver goals-based planning, ensure regulatory compliance through required securities and insurance licenses, and educate clients to deepen relationships and drive business growth.

Provide comprehensive financial planning and goals-based advice to individuals and families, build a book of business, acquire and deepen client relationships, deliver personalized investment and insurance solutions, educate clients on digital tools, and collaborate with Chase partners to meet client financial needs while upholding compliance and integrity.

Provide comprehensive financial planning and advice to individuals and families, build a book of business, acquire and deepen client relationships, deliver personalized investment and referral solutions, educate clients on digital tools, and support teammates while adhering to compliance and ethical standards.

Advise JPMorgan businesses on US information reporting and withholding tax matters. Interpret IRS guidance, assess impact on products and procedures, review business documentation, respond to internal queries, provide year-end reporting guidance, monitor new transactions, and deliver training and commentary on proposed regulations and industry issues.

Provide comprehensive financial planning and relationship-based investment advice to individual and family clients. Build a book of business through client acquisition and referrals, collaborate with partners, educate clients on digital tools, and maintain required securities and insurance licenses while delivering goal-based financial coaching.

Provide comprehensive financial planning and advice to individuals and families, build and manage a book of business, acquire and deepen client relationships, deliver personalized investment and insurance solutions, educate clients on digital tools, and collaborate with partners to meet clients' financial goals.

Provide comprehensive financial planning and goals-based advice to individuals and families, build and grow a book of business through client acquisition and relationship management, refer Chase partners, educate clients on digital tools, and deliver personalized investment solutions with strong integrity.

Lead end-to-end development and production deployment of causal and predictive ML solutions for private banking. Frame causal problems, build uplift/HTE models and observational causal studies, drive MLOps, monitor model quality, mentor data scientists, and translate causal/LLM research into production in partnership with risk, compliance, and business stakeholders.

Provide comprehensive financial planning and advice to individuals and families; build and manage a book of business; acquire and deepen client relationships; deliver personalized investment and insurance solutions; leverage digital tools and Chase partner referrals; maintain required securities and insurance licenses. Bilingual English-Mandarin required.