Nancy Hanson
600 E Cuthbert Ave, Midland,TX
Summary
Private Client Advisor at JPMorgan Wealth Management, focused on crafting personalized wealth management strategies based on clients risk tolerance and time horizon. I execute exceptional client relationship management and trustworthy service. I excel in retirement planning and tailored product suggestions while navigating market complexities.
Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Private Client Advisor
JPMorgan Wealth Management
01.2016 - Current
- Developed personalized wealth management strategies for clients.
- Identified opportunities for cross-selling additional banking products or services based on a deep understanding of each client''s individual needs.
- Conducted regular portfolio reviews with clients to assess performance, discuss any concerns, and make necessary adjustments based on changing financial goals or market conditions.
- Advised clients on retirement planning options, helping them make well-informed decisions for their future financial security.
- Analyzed client portfolios to optimize investment performance and achieve financial goals.
- Cultivated relationships with clients, ensuring exceptional service and satisfaction.
- Collaborated with cross-functional teams to address client needs and deliver tailored solutions.
- Implemented best practices in compliance and regulatory standards, safeguarding client interests.
- Educated clients on potential risks and rewards associated with various investments.
- 49mm in assets under management and 135 active households obtained through proactive client outreach and referrals from satisfied clients.
Chase Private Client Banker
Chase Bank NA
04.2014 - 01.2016
- Provided exceptional customer service, promptly addressing inquiries and resolving issues in a timely manner.
- Enhanced branch revenue by identifying opportunities for cross-selling additional products and services.
Registered Client Associate
RBC Wealth Management
01.2005 - 04.2014
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
Education
Business Administration
University of New Mexico
Albuquerque, NMSkills
- Retirement planning
- Portfolio management strategies
- Wealth management
- Client relationship management
- Onboarding management
- Tailored product suggestions
- Client support
- Trustworthy and reliable
- Workplace professionalism
Certification
- Series 7, 63, 65 License
- Certified WMCP
Timeline
Private Client Advisor
JPMorgan Wealth Management
01.2016 - Current
Chase Private Client Banker
Chase Bank NA
04.2014 - 01.2016
Registered Client Associate
RBC Wealth Management
01.2005 - 04.2014
Business Administration
University of New Mexico