Ahmed Goweida

Experience

1. Assistant Vice President - Private Client Banker

   JPMorganChase

   Mar 2021 — Present · New York, NY, US

   JPMorgan Chase is one of the oldest financial institutions in the United States with a history dating back over 200 years, with assets of $2.6 trillion. One of the leaders in investment banking, financial services and asset management.Duties and Responsibilities:• Actively managing the affluent clients banking relationship through an advice based approach and ensuring each client receives the best products and services.• Recommending investment products and services that are suitable for prospects and clients based on their goals.• Establishing and maintaining a relationship with the management team to effectively deliver reports and receive mentorship.• Provide sales and activity reports per management\'s request in a timely and efficient manner.• Maintain the required FINRA training for license requirements and knowledge for all insured or non insured Investment products.• Abide with all State and Federal regulations for all kind of Banking activities.