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J.P. Morgan Wealth Management - Private Client Advisor - Doylestown, Montgo at JPMC Candidate Experience page
Warrington Township, Pennsylvania, United States - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Investment Solutions, Financial Coaching, Digital Technology, Integrity, Business Judgement, Education, Diversity, Teamwork, Holistic View, Client Relationships, Goals Based Planning, Market Understanding, Digital Confidence
Specialization
Candidates must have at least 2 years of experience in a Financial Advisor role and possess a valid Series 7 and Series 66 license. A Life, Health and Long Term Care Insurance license is also required, along with a commitment to goals-based planning and client relationship management.
Experience Required
Minimum 2 year(s)
Care Coordinator- Private Duty (Fort Lauderdale/Miami Lakes) (Bilingual) at Fairmont Homecare
Fort Lauderdale, Florida, United States - Full Time
Skills Needed
Scheduling, Communication, Data Entry, Administrative Support, Time Management, Bilingual, Computer Literacy, Customer Service, Record Keeping, Compliance
Specialization
Candidates must have at least one year of general office experience and possess strong verbal and written communication skills. A high school diploma or equivalent is required, and bilingual proficiency in English and Spanish is strongly preferred.
Senior Associate - Private Wealth Digital Platforms & Client Experience at NNBI Holdings Pty Ltd
New York, New York, United States - Full Time
Skills Needed
Wealth Management, Private Banking, Digital Client Experience, Project Management, Quality Assurance, Communication, Troubleshooting, Client Reporting, Fintech, Stakeholder Management, Process Improvement, Data Analysis, Technical Documentation, Relationship Management
Specialization
Candidates must hold a bachelor's degree and possess at least 3 years of experience in financial services, preferably in wealth management. Strong communication skills and the ability to manage cross-functional projects are essential for this role.
Experience Required
Minimum 2 year(s)
Asset & Wealth Management, Private Wealth Management, Wealth Management Pro at Goldman Sachs
Philadelphia, Pennsylvania, United States - Full Time
Skills Needed
Client Service, Collaboration, Innovation, Attention To Detail, Communication Skills, Organizational Skills, Relationship Management, Operational Support, Risk Management, Trade Execution, Liquidity Management, Fraud Risk Management, Interpersonal Skills, Portfolio Implementations, Estate Planning, Tax Concepts
Specialization
Candidates must possess a Bachelor's Degree and typically have 2-4 years of preferred experience in client service or the financial industry, demonstrating strong interest in client service and the financial sector. Essential requirements include strong communication, organizational, interpersonal skills, a commitment to excellence, and the ability to think clearly under pressure.
Experience Required
Minimum 2 year(s)
J.P. Morgan Wealth Management - Private Client Investment Associate - Houst at JPMC Candidate Experience page
West University Place, Texas, United States - Full Time
Skills Needed
Client Service, Operational Support, Relationship Management, Wealth Planning, Risk Management, Compliance, Performance Reporting, Investment Solutions, Communication, Problem Solving, Time Management, Team Collaboration, Attention To Detail, Customer Service, Financial Products, Investment Trades
Specialization
A valid and active Series 7 license is required, along with a Series 66 and Life and Health Insurance license to be obtained within 60 days of starting. Candidates registered after October 1, 2018 must also have a valid Securities Industry Essential (SIE) exam.
Personal Trainer & Wellness Specialist – Private Practice | Flexible PT Sch at Watson Companies
Greensboro, North Carolina, United States - Full Time
Skills Needed
Exercise Physiology, Personal Training, Patient Care, Vo2 Max Testing, Cardiac Precautions, Functional Therapies, Lifestyle Therapies, Nutrition, Mental Health Counseling, Massage, Collaboration, Growth Mindset, Health Compromised Patients, Post Therapy Training, Teamwork, Patient Focus
Specialization
Candidates should have at least two years of experience in personal training or exercise physiology and be familiar with working with patients recovering from painful conditions. Knowledge of VO2 max testing and basic cardiac precautions is also required.
Experience Required
Minimum 2 year(s)
Private Client Banker - Nevada and Southgate, Colorado Springs CO - Souther at JPMC Candidate Experience page
Colorado Springs, Colorado, United States - Full Time
Skills Needed
Customer Service, Relationship Management, Financial Advice, Client Acquisition, Team Collaboration, Communication Skills, Regulatory Compliance, Problem Solving, Sales Skills, Diversity And Inclusion, Self Service Options, Financial Products, Banking Procedures, Time Management, Attention To Detail, Networking
Specialization
Candidates should have at least 1 year of experience in branch banking or equivalent financial services experience, with a focus on client acquisition and relationship management. A high school degree or equivalent is required, and candidates must comply with various regulatory requirements.
Experience Required
Minimum 2 year(s)
Senior Account Manager - Private Equity, People Solutions (Employee Benefit at Lockton Companies - UAE
Tampa, Florida, United States - Full Time
Skills Needed
Client Services, Program Administration, Marketing, Placement, Carrier Management, Employee Benefits Coverages, Funding Vehicles, Strategy, Technical Knowledge, Financial Models, Claims, Negotiations, Microsoft Office Suite, Verbal Communication, Interpersonal Communication, Time Management
Specialization
Candidates typically need more than 7 years of client services experience, along with a Bachelor's Degree in Business Administration or equivalent experience. Strong proficiency in Microsoft Office Suite and excellent verbal and interpersonal communication skills are required, alongside a working knowledge of the brokerage industry and regulatory compliance.
Experience Required
Minimum 5 year(s)
Specialist Cardiac Electrophysiology - Reputed Private Healthcare Group at SearchPlus HR
Abu Dhabi, Abu Dhabi, United Arab Emirates - Full Time
Skills Needed
Diagnosing, Treating, Cardiac Rhythm Disorders, Electrophysiology Studies, Interpreting Results, Catheter Ablations, Treatment Strategies, Patient Care, Advanced Electrophysiology Studies, Mapping Techniques, Arrhythmias Management, Communication, Collaboration, Analytical Skills, Problem Solving Skills
Specialization
Candidates must demonstrate experience in diagnosing and treating various cardiac rhythm disorders, along with proficiency in performing electrophysiology studies and catheter ablations. Strong communication, collaboration, analytical, and problem-solving skills are essential for this role.
Experience Required
Minimum 5 year(s)
Account Analyst - Private Equity, People Solutions (Employee Benefits) at Lockton Companies - UAE
Atlanta, Georgia, United States - Full Time
Skills Needed
Client Inquiries Response, Documentation Maintenance, Underwriter Communication, Policy Review, Endorsement Processing, Proposal Evaluation, Renewal Process Assistance, Employee Communication Production, Financial Reporting Assistance, Data Entry, Data Auditing, Invoicing, Billing Error Research, Insurance Brokerage, Industry Trend Research, Governmental Regulation Research
Specialization
Candidates must possess a Bachelor’s Degree in Business Administration or equivalent experience, along with up to three years of client services experience. Strong proficiency in Microsoft Office Suite and excellent verbal and interpersonal communication skills are mandatory for success in this position.
Experience Required
Minimum 2 year(s)
Account Analyst - Private Equity, People Solutions (Employee Benefits) at Lockton Companies - UAE
Atlanta, Georgia, United States - Full Time
Skills Needed
Client Inquiries Response, Documentation Maintenance, Underwriter Communication, Policy Review, Endorsement Processing, Proposal Evaluation, Renewal Process Assistance, Employee Communication Production, Financial Reporting Assistance, Data Entry, Data Auditing, Invoicing, Billing Error Research, Insurance Brokerage, Industry Trend Research, Governmental Regulation Research
Specialization
Candidates must possess a Bachelor’s Degree in Business Administration or equivalent experience, along with up to three years of client services experience. Strong proficiency in Microsoft Office Suite and excellent verbal and interpersonal communication skills are required to manage account servicing tasks effectively.
Experience Required
Minimum 2 year(s)
Senior Account Manager - Private Equity, People Solutions (Employee Benefit at Lockton Companies - UAE
Tampa, Florida, United States - Full Time
Skills Needed
Client Services, Program Administration, Marketing, Placement, Carrier Management, Employee Benefits Coverages, Funding Vehicles, Strategy, Technical Knowledge, Financial Models, Strategic Planning, Negotiations, Microsoft Office Suite, Verbal Communication, Interpersonal Communication, Time Management
Specialization
Candidates typically need more than 7 years of client services experience, along with a Bachelor's Degree in Business Administration or equivalent experience. Strong proficiency in Microsoft Office Suite and excellent verbal and interpersonal communication skills are required, alongside a working knowledge of the brokerage industry.
Experience Required
Minimum 5 year(s)
Residential Care Coordinator (RCC) at Privately Owned Assisted Living Commu at Fair Oaks Estates
Carmichael, California, United States - Full Time
Skills Needed
Supervision, Training, Performance Evaluations, Scheduling, Hiring, Title Xxii Compliance, Record Keeping, Documentation, Care Plan Management, Emergency Coordination, Policy Development, Quality Assurance, Leadership, Communication, Problem Solving, Decision Making
Specialization
Candidates must have previous experience as an RCC, Lead Med Tech, or Certified Nursing Assistant, along with prior supervisory or management experience. Essential qualifications include knowledge of first aid/CPR, the ability to remain calm under stress, strong interpersonal skills, and familiarity with state/federal assisted living regulations.
Experience Required
Minimum 2 year(s)
Account Analyst - Private Equity, People Solutions (Employee Benefits) at Lockton Companies - UAE
Atlanta, Georgia, United States - Full Time
Skills Needed
Client Inquiries Response, Documentation Maintenance, Underwriter Communication, Policy Review, Endorsement Processing, Proposal Evaluation, Renewal Process Assistance, Employee Communication Production, Financial Reporting Assistance, Data Entry, Data Auditing, Invoicing, Billing Error Research, Insurance Brokerage, Industry Trend Research, Governmental Regulation Research
Specialization
Candidates must possess a Bachelor’s Degree in Business Administration or equivalent experience, along with up to three years of client services experience. Strong proficiency in Microsoft Office Suite and excellent verbal and interpersonal communication skills are mandatory for this position.
Experience Required
Minimum 2 year(s)
Private Client Banker - Grass Valley Brunswick Branch - Grass Valley, CA at JPMC Candidate Experience page
Grass Valley, California, United States - Full Time
Skills Needed
Relationship Building, Client Acquisition, Financial Advice, Product Knowledge, Self Service Options Setup, Regulatory Compliance, Proactive Management, Internal Partnering, External Sourcing, Value Proposition Sharing, Revenue Generation, Communication Skills, Team Orientation
Specialization
Candidates must demonstrate success in using a value-added, relationship-oriented approach to acquire and deepen client relationships, requiring at least one year of Branch Banking or equivalent financial services experience with verifiable success in acquisition and revenue generation. Specific securities licenses (SIE, Series 6/7, state registrations, Life licenses) are required or must be obtained within 180 days of starting.
J.P. Morgan Wealth Management - Vice President - Private Wealth Planner at JPMC Candidate Experience page
San Francisco, California, United States - Full Time
Skills Needed
Financial Planning, Wealth Management, Asset Allocation, Retirement Planning, Trust And Estate Planning, Tax Planning, Philanthropic Planning, Client Relationship Management, Business Development, Communication Skills, Presentation Skills, Financial Analysis, Risk Management, Portfolio Management, Securities Based Compensation, Goal Oriented Planning
Specialization
Candidates must have at least five years of experience in financial services and hold a Bachelor's degree along with a Certified Financial Planner (CFP) designation. Strong communication skills and the ability to travel between regional offices are essential for this role.
Experience Required
Minimum 5 year(s)
J.P. Morgan Wealth Management - Vice President, Private Wealth Planner at JPMC Candidate Experience page
New York, New York, United States - Full Time
Skills Needed
Financial Planning, Wealth Management, Asset Allocation, Retirement Planning, Trust And Estate Planning, Client Relationship Management, Financial Advisory, Risk Management, Philanthropic Planning, Tax Planning, Communication Skills, Presentation Skills, Business Development, Analytical Skills, Team Collaboration, Goal Oriented Approach
Specialization
Candidates must have at least five years of experience in financial services and hold a Bachelor's degree along with a Certified Financial Planner (CFP) designation. Strong communication skills and the ability to travel regularly among regional offices are essential for this role.
Experience Required
Minimum 5 year(s)
J.P. Morgan Wealth Management - Vice President - Private Wealth Planner at JPMC Candidate Experience page
Chicago, Illinois, United States - Full Time
Skills Needed
Financial Planning, Wealth Management, Asset Allocation, Retirement Planning, Trust And Estate Planning, Tax Planning, Client Relationship Management, Financial Advisory, Investment Strategies, Risk Management, Philanthropic Planning, Communication Skills, Presentation Skills, Business Development, Analytical Skills, Microsoft Office
Specialization
Candidates must have over five years of experience in financial services and hold a Bachelor's degree along with a Certified Financial Planner (CFP) designation. Strong communication skills and the ability to travel regularly among regional offices are essential for success in this position.
Experience Required
Minimum 5 year(s)
International Private Bank, UHNW Wealth Advisor, South East Asia (based in at JPMC Candidate Experience page
Singapore, , Singapore - Full Time
Skills Needed
Wealth Advisory, Estate Planning, Trusts, Fiduciary Services, Cross Border Planning, Taxation, Client Relationship Building, Interpersonal Skills, Team Collaboration, Risk Management, Philanthropy, Asset Protection, Family Governance, Succession Planning, Regulatory Knowledge, Investment Management
Specialization
Candidates must have a bachelor's degree in law, tax, accounting, or a related discipline with a minimum of 12 years of experience in taxation and estate planning. Expertise in local laws and regulations, as well as the ability to partner with clients' advisors, is essential.
Experience Required
Minimum 10 year(s)
Asset & Wealth Management, Private Wealth Management, Financial Analyst, Si at Goldman Sachs
, , Singapore - Full Time
Skills Needed
Foreign Exchange Investment Instruments, Fast Paced Environment, Financial Markets Acumen, Investment Instinct, Commercial Instinct, Interpersonal Skills, Leadership, Communication Skills, Teamwork, Analytical Skills, Organizational Skills, Entrepreneurial, Creative Thinking, Detail Oriented, Microsoft Office Suite, Bloomberg
Specialization
Candidates must have experience with foreign exchange investment instruments and the ability to perform clearly under pressure in a fast-paced setting, demonstrating a deep interest in financial markets. Essential skills include strong analytical, organizational, interpersonal, and communication abilities, along with proficiency in Microsoft Office and Bloomberg/Reuters.
Experience Required
Minimum 2 year(s)
J.P. Morgan Wealth Management - Private Client Advisor - Doylestown, Montgo at JPMC Candidate Experience page
Warrington Township, Pennsylvania, United States -
Full Time

Start Date

Immediate

Expiry Date

03 May, 26

Salary

0.0

Posted On

02 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Planning, Client Acquisition, Relationship Management, Investment Solutions, Financial Coaching, Digital Technology, Integrity, Business Judgement, Education, Diversity, Teamwork, Holistic View, Client Relationships, Goals-Based Planning, Market Understanding, Digital Confidence

Industry

Financial Services

Description
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients’ needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor’s degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED 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. 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. Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Responsibilities
As a Private Client Advisor, you will provide comprehensive financial planning and advice to individuals and families, focusing on building client relationships and delivering personalized investment solutions. You will also support your teammates and foster a culture of diversity while demonstrating a deep understanding of financial markets.
J.P. Morgan Wealth Management - Private Client Advisor - Doylestown, Montgo at JPMC Candidate Experience page
Warrington Township, Pennsylvania, United States - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Investment Solutions, Financial Coaching, Digital Technology, Integrity, Business Judgement, Education, Diversity, Teamwork, Holistic View, Client Relationships, Goals Based Planning, Market Understanding, Digital Confidence
Specialization
Candidates must have at least 2 years of experience in a Financial Advisor role and possess a valid Series 7 and Series 66 license. A Life, Health and Long Term Care Insurance license is also required, along with a commitment to goals-based planning and client relationship management.
Experience Required
Minimum 2 year(s)
Care Coordinator- Private Duty (Fort Lauderdale/Miami Lakes) (Bilingual) at Fairmont Homecare
Fort Lauderdale, Florida, United States - Full Time
Skills Needed
Scheduling, Communication, Data Entry, Administrative Support, Time Management, Bilingual, Computer Literacy, Customer Service, Record Keeping, Compliance
Specialization
Candidates must have at least one year of general office experience and possess strong verbal and written communication skills. A high school diploma or equivalent is required, and bilingual proficiency in English and Spanish is strongly preferred.
Senior Associate - Private Wealth Digital Platforms & Client Experience at NNBI Holdings Pty Ltd
New York, New York, United States - Full Time
Skills Needed
Wealth Management, Private Banking, Digital Client Experience, Project Management, Quality Assurance, Communication, Troubleshooting, Client Reporting, Fintech, Stakeholder Management, Process Improvement, Data Analysis, Technical Documentation, Relationship Management
Specialization
Candidates must hold a bachelor's degree and possess at least 3 years of experience in financial services, preferably in wealth management. Strong communication skills and the ability to manage cross-functional projects are essential for this role.
Experience Required
Minimum 2 year(s)
Asset & Wealth Management, Private Wealth Management, Wealth Management Pro at Goldman Sachs
Philadelphia, Pennsylvania, United States - Full Time
Skills Needed
Client Service, Collaboration, Innovation, Attention To Detail, Communication Skills, Organizational Skills, Relationship Management, Operational Support, Risk Management, Trade Execution, Liquidity Management, Fraud Risk Management, Interpersonal Skills, Portfolio Implementations, Estate Planning, Tax Concepts
Specialization
Candidates must possess a Bachelor's Degree and typically have 2-4 years of preferred experience in client service or the financial industry, demonstrating strong interest in client service and the financial sector. Essential requirements include strong communication, organizational, interpersonal skills, a commitment to excellence, and the ability to think clearly under pressure.
Experience Required
Minimum 2 year(s)
J.P. Morgan Wealth Management - Private Client Investment Associate - Houst at JPMC Candidate Experience page
West University Place, Texas, United States - Full Time
Skills Needed
Client Service, Operational Support, Relationship Management, Wealth Planning, Risk Management, Compliance, Performance Reporting, Investment Solutions, Communication, Problem Solving, Time Management, Team Collaboration, Attention To Detail, Customer Service, Financial Products, Investment Trades
Specialization
A valid and active Series 7 license is required, along with a Series 66 and Life and Health Insurance license to be obtained within 60 days of starting. Candidates registered after October 1, 2018 must also have a valid Securities Industry Essential (SIE) exam.
Personal Trainer & Wellness Specialist – Private Practice | Flexible PT Sch at Watson Companies
Greensboro, North Carolina, United States - Full Time
Skills Needed
Exercise Physiology, Personal Training, Patient Care, Vo2 Max Testing, Cardiac Precautions, Functional Therapies, Lifestyle Therapies, Nutrition, Mental Health Counseling, Massage, Collaboration, Growth Mindset, Health Compromised Patients, Post Therapy Training, Teamwork, Patient Focus
Specialization
Candidates should have at least two years of experience in personal training or exercise physiology and be familiar with working with patients recovering from painful conditions. Knowledge of VO2 max testing and basic cardiac precautions is also required.
Experience Required
Minimum 2 year(s)
Private Client Banker - Nevada and Southgate, Colorado Springs CO - Souther at JPMC Candidate Experience page
Colorado Springs, Colorado, United States - Full Time
Skills Needed
Customer Service, Relationship Management, Financial Advice, Client Acquisition, Team Collaboration, Communication Skills, Regulatory Compliance, Problem Solving, Sales Skills, Diversity And Inclusion, Self Service Options, Financial Products, Banking Procedures, Time Management, Attention To Detail, Networking
Specialization
Candidates should have at least 1 year of experience in branch banking or equivalent financial services experience, with a focus on client acquisition and relationship management. A high school degree or equivalent is required, and candidates must comply with various regulatory requirements.
Experience Required
Minimum 2 year(s)
Senior Account Manager - Private Equity, People Solutions (Employee Benefit at Lockton Companies - UAE
Tampa, Florida, United States - Full Time
Skills Needed
Client Services, Program Administration, Marketing, Placement, Carrier Management, Employee Benefits Coverages, Funding Vehicles, Strategy, Technical Knowledge, Financial Models, Claims, Negotiations, Microsoft Office Suite, Verbal Communication, Interpersonal Communication, Time Management
Specialization
Candidates typically need more than 7 years of client services experience, along with a Bachelor's Degree in Business Administration or equivalent experience. Strong proficiency in Microsoft Office Suite and excellent verbal and interpersonal communication skills are required, alongside a working knowledge of the brokerage industry and regulatory compliance.
Experience Required
Minimum 5 year(s)
Specialist Cardiac Electrophysiology - Reputed Private Healthcare Group at SearchPlus HR
Abu Dhabi, Abu Dhabi, United Arab Emirates - Full Time
Skills Needed
Diagnosing, Treating, Cardiac Rhythm Disorders, Electrophysiology Studies, Interpreting Results, Catheter Ablations, Treatment Strategies, Patient Care, Advanced Electrophysiology Studies, Mapping Techniques, Arrhythmias Management, Communication, Collaboration, Analytical Skills, Problem Solving Skills
Specialization
Candidates must demonstrate experience in diagnosing and treating various cardiac rhythm disorders, along with proficiency in performing electrophysiology studies and catheter ablations. Strong communication, collaboration, analytical, and problem-solving skills are essential for this role.
Experience Required
Minimum 5 year(s)
Account Analyst - Private Equity, People Solutions (Employee Benefits) at Lockton Companies - UAE
Atlanta, Georgia, United States - Full Time
Skills Needed
Client Inquiries Response, Documentation Maintenance, Underwriter Communication, Policy Review, Endorsement Processing, Proposal Evaluation, Renewal Process Assistance, Employee Communication Production, Financial Reporting Assistance, Data Entry, Data Auditing, Invoicing, Billing Error Research, Insurance Brokerage, Industry Trend Research, Governmental Regulation Research
Specialization
Candidates must possess a Bachelor’s Degree in Business Administration or equivalent experience, along with up to three years of client services experience. Strong proficiency in Microsoft Office Suite and excellent verbal and interpersonal communication skills are mandatory for success in this position.
Experience Required
Minimum 2 year(s)
Account Analyst - Private Equity, People Solutions (Employee Benefits) at Lockton Companies - UAE
Atlanta, Georgia, United States - Full Time
Skills Needed
Client Inquiries Response, Documentation Maintenance, Underwriter Communication, Policy Review, Endorsement Processing, Proposal Evaluation, Renewal Process Assistance, Employee Communication Production, Financial Reporting Assistance, Data Entry, Data Auditing, Invoicing, Billing Error Research, Insurance Brokerage, Industry Trend Research, Governmental Regulation Research
Specialization
Candidates must possess a Bachelor’s Degree in Business Administration or equivalent experience, along with up to three years of client services experience. Strong proficiency in Microsoft Office Suite and excellent verbal and interpersonal communication skills are required to manage account servicing tasks effectively.
Experience Required
Minimum 2 year(s)
Senior Account Manager - Private Equity, People Solutions (Employee Benefit at Lockton Companies - UAE
Tampa, Florida, United States - Full Time
Skills Needed
Client Services, Program Administration, Marketing, Placement, Carrier Management, Employee Benefits Coverages, Funding Vehicles, Strategy, Technical Knowledge, Financial Models, Strategic Planning, Negotiations, Microsoft Office Suite, Verbal Communication, Interpersonal Communication, Time Management
Specialization
Candidates typically need more than 7 years of client services experience, along with a Bachelor's Degree in Business Administration or equivalent experience. Strong proficiency in Microsoft Office Suite and excellent verbal and interpersonal communication skills are required, alongside a working knowledge of the brokerage industry.
Experience Required
Minimum 5 year(s)
Residential Care Coordinator (RCC) at Privately Owned Assisted Living Commu at Fair Oaks Estates
Carmichael, California, United States - Full Time
Skills Needed
Supervision, Training, Performance Evaluations, Scheduling, Hiring, Title Xxii Compliance, Record Keeping, Documentation, Care Plan Management, Emergency Coordination, Policy Development, Quality Assurance, Leadership, Communication, Problem Solving, Decision Making
Specialization
Candidates must have previous experience as an RCC, Lead Med Tech, or Certified Nursing Assistant, along with prior supervisory or management experience. Essential qualifications include knowledge of first aid/CPR, the ability to remain calm under stress, strong interpersonal skills, and familiarity with state/federal assisted living regulations.
Experience Required
Minimum 2 year(s)
Account Analyst - Private Equity, People Solutions (Employee Benefits) at Lockton Companies - UAE
Atlanta, Georgia, United States - Full Time
Skills Needed
Client Inquiries Response, Documentation Maintenance, Underwriter Communication, Policy Review, Endorsement Processing, Proposal Evaluation, Renewal Process Assistance, Employee Communication Production, Financial Reporting Assistance, Data Entry, Data Auditing, Invoicing, Billing Error Research, Insurance Brokerage, Industry Trend Research, Governmental Regulation Research
Specialization
Candidates must possess a Bachelor’s Degree in Business Administration or equivalent experience, along with up to three years of client services experience. Strong proficiency in Microsoft Office Suite and excellent verbal and interpersonal communication skills are mandatory for this position.
Experience Required
Minimum 2 year(s)
Private Client Banker - Grass Valley Brunswick Branch - Grass Valley, CA at JPMC Candidate Experience page
Grass Valley, California, United States - Full Time
Skills Needed
Relationship Building, Client Acquisition, Financial Advice, Product Knowledge, Self Service Options Setup, Regulatory Compliance, Proactive Management, Internal Partnering, External Sourcing, Value Proposition Sharing, Revenue Generation, Communication Skills, Team Orientation
Specialization
Candidates must demonstrate success in using a value-added, relationship-oriented approach to acquire and deepen client relationships, requiring at least one year of Branch Banking or equivalent financial services experience with verifiable success in acquisition and revenue generation. Specific securities licenses (SIE, Series 6/7, state registrations, Life licenses) are required or must be obtained within 180 days of starting.
J.P. Morgan Wealth Management - Vice President - Private Wealth Planner at JPMC Candidate Experience page
San Francisco, California, United States - Full Time
Skills Needed
Financial Planning, Wealth Management, Asset Allocation, Retirement Planning, Trust And Estate Planning, Tax Planning, Philanthropic Planning, Client Relationship Management, Business Development, Communication Skills, Presentation Skills, Financial Analysis, Risk Management, Portfolio Management, Securities Based Compensation, Goal Oriented Planning
Specialization
Candidates must have at least five years of experience in financial services and hold a Bachelor's degree along with a Certified Financial Planner (CFP) designation. Strong communication skills and the ability to travel between regional offices are essential for this role.
Experience Required
Minimum 5 year(s)
J.P. Morgan Wealth Management - Vice President, Private Wealth Planner at JPMC Candidate Experience page
New York, New York, United States - Full Time
Skills Needed
Financial Planning, Wealth Management, Asset Allocation, Retirement Planning, Trust And Estate Planning, Client Relationship Management, Financial Advisory, Risk Management, Philanthropic Planning, Tax Planning, Communication Skills, Presentation Skills, Business Development, Analytical Skills, Team Collaboration, Goal Oriented Approach
Specialization
Candidates must have at least five years of experience in financial services and hold a Bachelor's degree along with a Certified Financial Planner (CFP) designation. Strong communication skills and the ability to travel regularly among regional offices are essential for this role.
Experience Required
Minimum 5 year(s)
J.P. Morgan Wealth Management - Vice President - Private Wealth Planner at JPMC Candidate Experience page
Chicago, Illinois, United States - Full Time
Skills Needed
Financial Planning, Wealth Management, Asset Allocation, Retirement Planning, Trust And Estate Planning, Tax Planning, Client Relationship Management, Financial Advisory, Investment Strategies, Risk Management, Philanthropic Planning, Communication Skills, Presentation Skills, Business Development, Analytical Skills, Microsoft Office
Specialization
Candidates must have over five years of experience in financial services and hold a Bachelor's degree along with a Certified Financial Planner (CFP) designation. Strong communication skills and the ability to travel regularly among regional offices are essential for success in this position.
Experience Required
Minimum 5 year(s)
International Private Bank, UHNW Wealth Advisor, South East Asia (based in at JPMC Candidate Experience page
Singapore, , Singapore - Full Time
Skills Needed
Wealth Advisory, Estate Planning, Trusts, Fiduciary Services, Cross Border Planning, Taxation, Client Relationship Building, Interpersonal Skills, Team Collaboration, Risk Management, Philanthropy, Asset Protection, Family Governance, Succession Planning, Regulatory Knowledge, Investment Management
Specialization
Candidates must have a bachelor's degree in law, tax, accounting, or a related discipline with a minimum of 12 years of experience in taxation and estate planning. Expertise in local laws and regulations, as well as the ability to partner with clients' advisors, is essential.
Experience Required
Minimum 10 year(s)
Asset & Wealth Management, Private Wealth Management, Financial Analyst, Si at Goldman Sachs
, , Singapore - Full Time
Skills Needed
Foreign Exchange Investment Instruments, Fast Paced Environment, Financial Markets Acumen, Investment Instinct, Commercial Instinct, Interpersonal Skills, Leadership, Communication Skills, Teamwork, Analytical Skills, Organizational Skills, Entrepreneurial, Creative Thinking, Detail Oriented, Microsoft Office Suite, Bloomberg
Specialization
Candidates must have experience with foreign exchange investment instruments and the ability to perform clearly under pressure in a fast-paced setting, demonstrating a deep interest in financial markets. Essential skills include strong analytical, organizational, interpersonal, and communication abilities, along with proficiency in Microsoft Office and Bloomberg/Reuters.
Experience Required
Minimum 2 year(s)