Bilingual Private Client Advisor — Russian

Testing Site - JPMC

New York (NY)

On-site

USD 120,000 - 180,000

Full time

5 days ago
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Job summary

J.P. Morgan Wealth Management is seeking a Private Client Advisor in Brooklyn, NY to deliver comprehensive financial planning and investment advice to individuals and families, including Russian-speaking clients.

You will build and manage a growing book of business, collaborate with partners, and provide an exceptional client experience using a broad investment platform. You will rely on your relationship-building skills, strong knowledge of markets, and a commitment to integrity to serve

Qualifications

  • 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.
  • Reading and speaking in English and Russian fluently is required for this role.

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.
  • 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.

Job description

J.P. Morgan Wealth Management is seeking a Private Client Advisor in Brooklyn, NY to deliver comprehensive financial planning and investment advice to individuals and families, including Russian-speaking clients.

You will build and manage a growing book of business, collaborate with partners, and provide an exceptional client experience using a broad investment platform. You will rely on your relationship-building skills, strong knowledge of markets, and a commitment to integrity to serve

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