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Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. This will be done with a consistent focus on relationship management, not portfolio management. As a Private Client Advisor in Chase Wealth Management, you will offer comp
Account growth & expansion: Curating long-term relationships with key decision makers and influencers within each client (including C-level executives and others throughout various lines of business), generating and closing new sales opportunities within assigned account base, which may include exis