• Fiduciary and Suitability Risk Executive Director

    JPMorgan Chase (New York, NY)
    …alignment with a client's willingness to take risk and financial situation) within the Private Bank . This team provides risk review and deep-dive assessments of ... willingness to take risk and financial situation) within the Private Bank . This team provides risk review...3+ years in financial risk management, in Asset Management, Wealth Management, or Private Banking, with experience… more
    JPMorgan Chase (11/07/24)
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