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© All Rights Reserved. ApplyBlast.com
JPMC
The Client Specialist is a sophisticated wealth expert focused on creating and deepening relationships with high net worth and ultra-high net worth clients by addressing their comprehensive wealth needs. This role involves collaborating with bankers and wealth advisors to identify opportunities, deliver initial wealth management counsel, and recommend customized solutions to meet client objectives. The position emphasizes business generation through bank referrals, existing clients, and self-sourced efforts without managing ongoing client investments.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for JPMC.
JPMC didn’t post a salary, so this is our estimate from similar listings.
18% below the average for this role