Priya Singh
Queens,NY
Summary
Motivated Private Client Associate with experience partnering with Advisors to acquire and deepen client relationships by utilizing investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management.
Overview
10
10
years of professional experience
Work History
Private Client Investment Associate
JPMorgan Chase Bank N.A
04.2014 - Current
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Educated clients on potential risks and rewards associated with various investments.
- Collaborated with Advisors to develop customized investment portfolios.
- Researched and evaluated potential investment products with Advisors for clients.
Education
Bachelor of Science - Police Science
John Jay College of Criminal Justice
New York, NY07.1996
Skills
- Client Relationship Management
- Critical Thinking
- Attention to Detail
- Investment Opportunity Identification
- Analytical Thinking
- Client Confidentiality
- Client Engagement
- Honest and Dependable
Timeline
Private Client Investment Associate
JPMorgan Chase Bank N.A
04.2014 - Current
Bachelor of Science - Police Science
John Jay College of Criminal Justice
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