Chase Wealth Management Cover Letter

I submit this application to express my sincere interest in the chase wealth management position.

Previously, I was responsible for support in the maintenance of the projects portfolio and project software platform for financial planning and reporting.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Demonstrated proficiency in driving change and leading process improvements that deliver significant value
• Has amazing communication and personal skills by clearly conveying information & adjusting style to the intended audience
• Understanding of various business applications and process workflow
• Familiarity with self-assessment audits and knowledge of risk and control practices
• PC Skills including Power Point, Excel, Word, Access, Visio
• Experience in design, coding, testing and debugging skills in multiple technologies, functions
• Detailed knowledge of project lifecycle and software development lifecycle deliverables including version and revision control practices and procedures
• Experience working in Investment Management, Securities Processing Operations, Retail finance industries

I would like to submit my application for the chase wealth management opening. Please accept this letter and the attached resume.

In my previous role, I was responsible for communications and coordination support for financial planning initiatives, such as training, creating materials and facilitating the delivery, including use of webinars, conference calls, etc.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Strong communication skills, resourcefulness and independence to manage a variety of assignments concurrently
• Knowledge of the Chase Wealth Management, Global Wealth Management, and/or Consumer Banking business models, organization structure and performance metrics preferred
• Experience supporting large organizational and technology transformations
• Proficient in digital applications
• Familiarity with Chase.com
• Self-driven, proactive, with excellent interpersonal/communication and organizational skills
• Detail oriented, strong analytical/problem solving skills
• Experience working on project teams or in the project management process

I would like to submit my application for the chase wealth management opening. Please accept this letter and the attached resume.

Previously, I was responsible for assistance to FAs utilizing Wealth Management resources including financial planning software, WealthPlan Analysis, Morningstar, AdvisoryLink, RBC Dashboard and the InfoNET.

Please consider my qualifications and experience:

• Understanding the entirety of the sales funnel through incorporation of interaction data, quantification of opportunity and analysis of the pipeline data to identify opportunities
• Collaborate with business partners & Technology to formulate quantifiable goals, advise on strategies and experimentation to achieve business goals
• Lead execution KPIs, trend analysis, dashboards, and analyses including segmentations, behavioral funnels and other techniques to improve business function performance using a combination of business intelligence tools (e.g., Tableau) and Excel
• Develop and manage control framework for Chase Wealth Management to cover end to end client engagement with digital wealth management
• Provide guidance and mapping on connectivity of digital functionality to operational processing for a holistic view
• Excellent telephone communication and customer service skills, displaying a high level of professionalism
• Advances problem solving skills
• Strong attention to detail and a willingness to share knowledge and educate others

In response to your job posting for chase wealth management, I am including this letter and my resume for your review.

In the previous role, I was responsible for leadership and direction for hardware, embedded software and software engineering organizations to support R&D investments and back office transactions.

Please consider my experience and qualifications for this position:

• Familiarity with investment acumen, including investment products, Individual Retirement Accounts (IRA’s) and employee benefit programs
• Demonstrates excellent facilitation, oral and written communication skills
• Strong familiarity and background working in an Investment Call Center environment
• Strong understanding of regulatory requirements and best practices
• Strong knowledge of operations, and/or product support related business experience within Chase Wealth Management
• Understanding of control frameworks and participating in risk assessment analyses
• A track record of demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership
• Strong executive storytelling and presentation skills in written form and verbally

I am excited to be applying for the position of chase wealth management. Please accept this letter and the attached resume as my interest in this position.

Previously, I was responsible for representation for the DO/RM office during planning meetings internal and external to the Bureau to keep abreast of financial information and updates;.

Please consider my qualifications and experience:

• Develop and manage control framework for Intelligent Digital Solutions to cover end to end client engagement with digital wealth management across chase.com and jpmorganonline.com
• Provide guidance and mapping of connectivity of digital functionality to operational processing for a holistic view of the end to end customer experience
• Identify opportunities to attract and recruit Financial Consultants, and improve performance of existing Financial Consultants
• Ensuring talent and performance strategies are in place to coach, develop and promote Financial Consultants, including performing call monitor reviews to ensure quality interactions
• Demonstrated success in new client acquisition, cultivating and maintaining customer relationship
• Demonstrated track record of delivery that meets or exceeds business needs
• Innovative and forward thinking with knowledge of wealth management flows and functions
• Knowledge of emerging technology to influence business and tech platform decisions