Financial Advisor - Digital Wealth & Client Relationships

JP Morgan Chase; Philippines; On-site; PHP 800,000 - 1,200,000; Full time

Job summary

JPMorgan Chase & Co. in the Philippines seeks a client-focused Banker with a track record in acquiring new clients and delivering personalized investment solutions. You will manage relationships, coach clients on digital tools, and work toward holistic financial coaching beyond traditional investments.

The role requires Series 7 and Series 66 (63/65) licenses (or those obtained within 90 days), and a Life and Health Insurance license. A bachelor’s degree is preferred.

Qualifications

• At least 1 year in a Banker role or equivalent experience in financial services
• Demonstrated success in new client acquisition, cultivating and maintaining customer relationships
• Bachelor’s degree preferred and required licenses must be obtained within stated timeframe

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients
• Foster relationships and provide holistic financial coaching beyond investments
• Educate clients on technology and channels to monitor and manage investments

Skills

Teamwork and Influence

Disciplined Practice Management

Customer Obsession

One Chase Approach

Series 7 license

Series 66 license (63/65)

Life and Health Insurance license

Education

Bachelor’s degree preferred

Tools

Series 7 license

Series 66 license

Life and Health Insurance license

Job description

JPMorgan Chase & Co. in the Philippines seeks a client-focused Banker with a track record in acquiring new clients and delivering personalized investment solutions. You will manage relationships, coach clients on digital tools, and work toward holistic financial coaching beyond traditional investments.

The role requires Series 7 and Series 66 (63/65) licenses (or those obtained within 90 days), and a Life and Health Insurance license. A bachelor’s degree is preferred.