CHRISTINE KEHL
Huntington Beach,CA
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Private Client Advisor
J.P. Morgan Wealth Managment
Newport Beach , CA
2022.08 - Current
- Conducted client meetings to discuss financial goals and objectives.
- Maintained detailed records of all client accounts, transactions, and conversations.
- Provided comprehensive advice on asset allocation, portfolio construction, and diversification strategies.
- Developed financial plans and strategies tailored to clients' individual needs.
- Provided individual coaching sessions to help bankers with referrals and phone calls.
- Developed and maintained client relationships through regular communication, meetings, and follow-up.
Chase Private Client Banker
J.P. Morgan Chase Bank
Henderson , NV
2009.04 - 2022.08
- Delivered exceptional customer service and built loyal, lasting relationships
- Provided financial advice to ensure all clients receive the best products and services, helping them meet all financial needs and goals
- Setup all self-service options for clients to increase convenience of banking platform
- Adhered to policies, procedures, and Regulatory Banking Requirements
- Generated growth in balances through sales, marketing, promotion, and referral of products
- Partnered and collaborated with other specialists including Financial Advisors, Business Bankers, and Loan Officers to help customers meet all financial needs
- Consistent leader in market
- Utilized salesforce to consistently build book of business and relationship management with detailed notes.
Education
BS in Business Management -
University of Phoenix
01.2001
AA in Liberal Arts -
Mesa College
01.1998
Skills
- Specializing in client acquisitions, relationship management, goals-based planning, communication, customer service, conflict resolution, operational oversight, leadership, and revenue generation
- Strong understanding and utilization of tools including Salesforce
- Microsoft Office
- Attention to Detail
- Fluent in English, Spanish, Italian
Certification
- Current Series 7, 65, 6, 63
- Life/Health
- Clean U4
Timeline
Private Client Advisor
J.P. Morgan Wealth Managment
2022.08 - Current
Chase Private Client Banker
J.P. Morgan Chase Bank
2009.04 - 2022.08
BS in Business Management -
University of Phoenix
AA in Liberal Arts -
Mesa College
- Current Series 7, 65, 6, 63
- Life/Health
- Clean U4
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