Ed Mata
San Francisco
Summary
Dynamic banking professional with over 10 years of experience in private banking and wealth management. Adept at fostering strong client relationships and providing personalized financial solutions to ultra-high-net-worth cleints. Demonstrated success in team leadership, coaching, and exceeding performance metrics.
Overview
10
10
years of professional experience
Work History
Vice President, Relationship Manager
JPMorgan Chase & Co.
San Francisco, CA
07.2023 - Current
- Cultivated strong UHNW client relationships with D&I of $500,000 - $50,000,000. Established new accounts and serviced existing accounts to maximize revenue.
- Cross-sold bank products and services to meet client needs and provide options.
- Promoted financial products by maintaining excellent white glove service offering knowledge and expertise.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Enhanced overall team performance by providing regular coaching, feedback, and skill development opportunities.
Senior Preferred Banker
First Republic Bank
San Francisco, CA
01.2019 - 06.2023
- Worked directly with Relationship Manager & Chief Strategist who oversaw total portfolio worth $5.6B.
- Collaborated with clients to maintain relationships and provide them with thorough white-glove, private banking support and guidance.
- Worked with ultra-high-net-worth clients to develop financial planning strategies and solutions through evaluation of finances, referrals to meet Lending and/or Private Wealth Management needs.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Analyzed customers' financial information to deliver personalized account guidance.
Private Client Banker | Manager-On-Duty
JPMorgan Chase & Co
02.2017 - 01.2019
- Series 6, 63 & CA Life Insurance Licensed Banker, managed a portfolio of high-net-worth clients under the Chase Private Client segment with banking relationship of $300,000 to $5,000,000.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Partnered with Branch Managers, Financial Advisors, Business Bankers and Mortgage Advisors to strategize sales techniques to increase branch production and customer service.
- Conducted detailed financial reviews for private consumer and business clients to sell appropriate products to fit financial needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Relationship Manager
Bank Of America
05.2016 - 01.2017
- Generated new business and referral clients in partnership with Financial Advisors, Small Business Bankers, Mortgage Officers and branch team.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Exceeded goals for sale of bank products and services and exceeded performance metrics for customer service.
- Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
- Made 30 calls per day to understand clients needs and provide tailor-fit solutions.
Financial Solutions Consultant
FWD Insurance
08.2015 - 01.2016
- Managed Security Bank's high-net-worth clients by providing expert financial planning and advise.
- Proposed wealth management strategies based on unique goals and objectives.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
- Increased monthly sales by 15% and exceeded target by employing consultative sales tactics and superior customer care.
- Partnered with Branch Managers and Area Managers to provide specialized financial planning support to high-net-worth clients with unique needs.
Bancassurance Sales Executive
BPI-Philam Life Assurance Corporation
08.2014 - 07.2015
- Managed BPI's Preferred Clients and Private Clients by providing high-touch expert financial planning and advise and increased monthly sales by 15%.
- Helped individuals and families build and execute wealth management strategies based on unique needs, goals and objectives.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Partnered with Relationship Managers and Branch Managers to provide specialized financial planning support to BPI Preferred and Private Banking clients with unique needs.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills
Education
Bachelor of Arts - Philosophy
Ateneo De Davao University
Davao City, PhilippinesSkills
- Private Banking
- Financial Services, Planning and Analysis
- Relationship Management
- Service Delivery Optimization
- Sales and Management Support
- Cross-Functional Teamwork
- Verbal and Written Communication
- Analytical Thinking and Thoughtfulness
- Detail-Oriented
- Importance Ranking
- Loop-Closing
- Training and mentoring
Timeline
Vice President, Relationship Manager
JPMorgan Chase & Co.
07.2023 - Current
Senior Preferred Banker
First Republic Bank
01.2019 - 06.2023
Private Client Banker | Manager-On-Duty
JPMorgan Chase & Co
02.2017 - 01.2019
Relationship Manager
Bank Of America
05.2016 - 01.2017
Financial Solutions Consultant
FWD Insurance
08.2015 - 01.2016
Bancassurance Sales Executive
BPI-Philam Life Assurance Corporation
08.2014 - 07.2015
Bachelor of Arts - Philosophy
Ateneo De Davao University