JPMC
The Vice President, Client Advisor leads new client acquisition and retention by leveraging expertise in investments, banking, trust services, and financial planning. This role focuses on delivering a complete wealth management solution and ensuring an exceptional client experience through trusted relationships and targeted advice. The position requires a self-starter with a proven track record in private banking and business development.
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
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