21 client advisor jobs found

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...

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...

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...

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...

Financial Solutions Advisor - Greater Queens NY Market (Bilingual Required Mandarin) Flushing, New York;Flushing, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Financial-Solutions-Advisor---Greater-Queens-NY-Market--Bilingual-Required-Mandarin-\_26032811) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Financial-Solutions-Advisor---Greater-Queens-NY-Market--Bilingual-Required-Mandarin-\_26032811) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Financial-Solutions-Advisor---Greater-Queens-NY-Market--Bilingual-Required-Mandarin-\_26032811)...

Financial Solutions Advisor Registration Candidate - Flushing Northern Boulevard Financial Center (Bilingual Mandarin Preferred) Flushing, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Financial-Solutions-Advisor-Registration-Candidate---Flushing-Northern-Boulevard-Financial-Center--Bilingual-Mandarin-Preferred-\_26031087-2) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Financial-Solutions-Advisor-Registration-Candidate---Flushing-Northern-Boulevard-Financial-Center--Bilingual-Mandarin-Preferred-\_26031087-2) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...

Financial Solutions Advisor - Windermere Financial Center - Bilingual in Mandarin / English Required Windermere, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Windermere/Financial-Solutions-Advisor---Windemere-Financial-Center---Bilingual-in-Mandarin---English-Required\_26012012) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Windermere/Financial-Solutions-Advisor---Windemere-Financial-Center---Bilingual-in-Mandarin---English-Required\_26012012) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...

The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role...

Insurance Sales Associate, Scotia Wealth Management - Vancouver (Mandarin) **Requisition ID:** 268796 **Employee Referral Program – Potential Reward:** $1,000.00 We are committed to investing in our employees and helping you continue your career at Scotiabank. **Purpose** The position is responsible for providing Insurance Consultants with the support they require to drive new business and advisor engagement within their regions. The incumbent will perform a variety of functions towards that end, mostly dedicated to a particular IC but working as part of a team that may require his/her support across several different ICs at different points in time. **Accountabilities** + Supports IC prospecting and pipeline management activities. This includes ensuring that new opportunities are properly captured and tracked in our Agency Management System; following up with advisors on the status of leads and next steps; providing reporting and/or...

Vancouver, BC Full time 2612850 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you’ll be doing** As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience. _At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work,...

Relationship Banker --- Orange County East Market --- Bilingual Mandarin Required Tustin, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Tustin/Relationship-Banker-----Orange-County-East-Market-----Bilingual-Mandarin-Required\_26031541) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Tustin/Relationship-Banker-----Orange-County-East-Market-----Bilingual-Mandarin-Required\_26031541) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Tustin/Relationship-Banker-----Orange-County-East-Market-----Bilingual-Mandarin-Required\_26031541) **Bank of America employees are required...

Client Services Representative III - Bilingual Mandarin Required Glendale, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Glendale/Client-Services-Representative-III---Bilingual-Mandarin-Required\_26030634) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Glendale/Client-Services-Representative-III---Bilingual-Mandarin-Required\_26030634) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Glendale/Client-Services-Representative-III---Bilingual-Mandarin-Required\_26030634) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior...

Relationship Banker - Brooklyn NY Area - Bilingual Mandarin Required Brooklyn, New York;Brooklyn, New York; Brooklyn, New York; Brooklyn, New York; Brooklyn, New York; Brooklyn, New York; Brooklyn, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Brooklyn/Relationship-Banker---Brooklyn-NY-Area---Bilingual-Mandarin-Required\_26029647) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Brooklyn/Relationship-Banker---Brooklyn-NY-Area---Bilingual-Mandarin-Required\_26029647) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...

Relationship Banker - Flushing NY Area *Bilingual Mandarin required Flushing, New York;Flushing, New York; Bayside, New York; Bayside, New York; Flushing, New York; College Point, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Relationship-Banker---Flushing-NY-Area--Bilingual-Mandarin-required\_26020268) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Relationship-Banker---Flushing-NY-Area--Bilingual-Mandarin-required\_26020268) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...

Relationship Banker - Flushing NY Area *Bilingual Mandarin required Flushing, New York;Flushing, New York; Bayside, New York; Bayside, New York; Flushing, New York; College Point, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Relationship-Banker---Flushing-NY-Area--Bilingual-Mandarin-required\_26020268) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Relationship-Banker---Flushing-NY-Area--Bilingual-Mandarin-required\_26020268) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...

Relationship Banker - Flushing NY Area *Bilingual Mandarin required Flushing, New York;Flushing, New York; Bayside, New York; Bayside, New York; Flushing, New York; College Point, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Relationship-Banker---Flushing-NY-Area--Bilingual-Mandarin-required\_26020268) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Relationship-Banker---Flushing-NY-Area--Bilingual-Mandarin-required\_26020268) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...

**Corporate Compliance Officer-Mandarin** A prestigious international bank located in Midtown Manhattan is seeking a **Corporate Compliance Officer** to join their growing team. This is a permanent, junior-level role (1–3 years of experience) perfect for a detail-oriented professional looking to deepen their expertise in regulatory compliance within an international banking environment. + **Position Type:** Permanent (No sponsorship available / Must be authorized to work in the U.S.) + **Compensation:** $70,000 - $90,000 / year + **Location:** New York, NY (Hybrid: 4 days on-site at 277 Park Ave) + **Experience Level:** Junior (1–3 years of experience) + **Language Skill:** Bilingual proficiency in Mandarin/Chinese is required for this position. **Position Overview** Reporting directly to the Head of Corporate Compliance, you will play a key support role in executing and maintaining the branch's compliance programs. This position offers...

Senior Banker - Flushing NY Area *Bilingual Mandarin Required Flushing, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Senior-Banker---Flushing-NY-Area--Bilingual-Mandarin-Required\_26025746) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Senior-Banker---Flushing-NY-Area--Bilingual-Mandarin-Required\_26025746) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Senior-Banker---Flushing-NY-Area--Bilingual-Mandarin-Required\_26025746) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying...

**Work Location:** Richmond, British Columbia, Canada **Hours:** 15 **Line of Business:** Personal & Commercial Banking **Pay Details:** $22.50 - $28.33 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Job Description:** **Department...

Relationship Banker - San Francisco Financial Market - Bilingual Cantonese or Mandarin required San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/Relationship-Banker---San-Francisco-Financial-Market---Bilingual-Cantonese-or-Mandarin-required\_26025895) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/Relationship-Banker---San-Francisco-Financial-Market---Bilingual-Cantonese-or-Mandarin-required\_26025895) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...