Cesar Gonzalez
Carol Stream,IL
Summary
Accomplished Private Client Advisor and Banker with a proven track record at JP Morgan Chase, adept in retirement planning and enhancing client satisfaction through customized wealth management solutions. Leveraged investment strategies to deepen client relationships, achieving significant cross-selling success. Skilled in fostering long-term trust and collaboration, demonstrating exceptional performance reporting and interpersonal abilities. Increased total assets under management by 30% annually over 6 years.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Private Client Advisor
JP Morgan
12.2016 - 11.2024
- Identified opportunities for cross-selling additional banking products or services based on a deep understanding of each client''s individual needs.
- Collaborated with internal teams to create customized wealth management solutions for clients.
- Enhanced client satisfaction by addressing concerns promptly and effectively resolving issues.
- Presented investment strategies tailored to each client''s unique needs, fostering long-term trust and loyalty.
Private Client Banker
JP Morgan Chase
04.2010 - 12.2016
- Cultivate in-branch referral system by working with multiple business partners including home loan officers, business relationship managers as well as relationship bankers.
- Present prospective clients additional wealth management services while partnering with 4 Private Client Advisors.
- Maintain and deepen client relationships with quarterly check-ins, scheduling reviews for branch partners.
- Expand prospect pool by partnering with neighboring branch locations.
Relationship Banker
JP Morgan Chase
11.2006 - 04.2010
- Deepen existing book of business with quarterly check-ins, calls and overall cross-selling additional banking products.
- Introduce clients to additional business partners including financial advisors, mortgage officers and business relationship managers.
Education
Bachelor of Science - Economics
Northeastern Illinois University
Chicago, IL06-2009
Skills
- Performance reporting
- Retirement planning
- Investment strategies
- Philanthropic advising
Certification
- Series 6, 63, 65, 66, 7, SIE, Health and Life Insurance
Timeline
Private Client Advisor
JP Morgan
12.2016 - 11.2024
Private Client Banker
JP Morgan Chase
04.2010 - 12.2016
Relationship Banker
JP Morgan Chase
11.2006 - 04.2010
Bachelor of Science - Economics
Northeastern Illinois University
Similar Profiles
Mikala JaramilloMikala Jaramillo
Software Engineer - Execute Trading Platform (Web Development) at JP MorganSoftware Engineer - Execute Trading Platform (Web Development) at JP Morgan
Winslow KasparWinslow Kaspar
Assistant Vice President at JP MorganAssistant Vice President at JP Morgan
Frank BerkopecFrank Berkopec
Vice President, AWM QA at JP MorganVice President, AWM QA at JP Morgan
Shilpa MantriShilpa Mantri
Vice President (Group Internal Audit) at JP MorganVice President (Group Internal Audit) at JP Morgan
Xavier StewartXavier Stewart
Volunteer at Wheaton North High SchoolVolunteer at Wheaton North High School