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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.

Provide holistic financial planning and advice to individuals and families, build a book of business, acquire and retain clients, offer personalized investment solutions, coordinate referrals with partners, and educate clients on digital tools and investment strategies.

Provide comprehensive financial planning and investment advice to individuals and families, build and manage a book of business, acquire and deepen client relationships, educate clients on digital channels, and coordinate referrals to Chase partners while maintaining regulatory licenses.

Develop and deploy quantitative models for XVA, margin, and counterparty credit risk. Partner with trading, risk, and technology to translate business needs, provide production support, own implementation and testing, and drive model governance and validation.

Provide comprehensive financial planning and relationship-based investment advice to individuals and families. Build and manage a book of business, acquire clients, coordinate Chase partner referrals, educate clients on digital tools, and maintain required securities and insurance licenses.

Provide comprehensive, goals-based financial planning and investment advice to individuals and families. Build and manage a book of business, acquire and deepen client relationships, coordinate Chase partner referrals, embrace digital solutions, and maintain required FINRA and insurance licenses.

Provide comprehensive financial planning and advice to individuals and families; build and manage a book of business; acquire and deepen client relationships through goals-based planning, referrals, and digital tools; educate clients on investment solutions and technology; collaborate with partners to deliver holistic financial coaching.

Lead mobile automation testing for browser and native apps using mobile cloud platforms and emulators. Develop and execute test scenarios across phases, implement CI/CD with Jenkins, perform API testing with JMeter, ensure accessibility compliance, and manage test automation teams in client-server environments.