- JPMorgan Chase (New York, NY)
- The Affluent Banking team is focused on managing the Affluent business and innovating the Private Client program for an increasingly competitive and ... Owners, Fraud / Risk, US Wealth Management, Operations and Branch teams, representing the affluent client experience in shared forums + Manage and enhance a CX… more
- Bank OZK (Fort Lauderdale, FL)
- …Essential Job Functions + Develops leads and referrals for revenue generating client investment and trust relationships. + Partners with retirement planning and ... planning, investment trends, and general market and business issues affecting affluent clients. + Establishes and maintains relationships with prospects and referral… more