Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Jai Huynh

San Jose

Summary

I am an experienced wealth management professional with over 20 years in the banking and finance industry, specializing in client advocacy, investment strategy, estate planning, and portfolio management. Throughout my career, I have consistently delivered award-winning client retention while leading cross-functional teams to provide cohesive, client-first solutions.


From my early roles in wealth management platform development and client segmentation to my current role as VP, Private Wealth Advisor at BMO, I have driven operational efficiency, CRM implementation, and team leadership, ensuring clients’ financial goals are met while safeguarding compliance and fiduciary standards. I am passionate about building long-term relationships, mentoring associates, and aligning strategic solutions with both client and institutional success.

Overview

20
20
years of professional experience
1
1
Certification

Work History

VP Private Wealth Advisor

BMO (formerly Bank of the West)
02.2013 - Current
  • Serve as the primary client-facing advocate for high-net-worth individuals and families, delivering customized investment strategies, estate planning, and wealth preservation solutions.
  • Recognized as a President’s Club member, exceeding annual sales revenue targets by 15% while maintaining high client satisfaction scores.
  • Active member of the Women in Wealth vertical team, contributing to initiatives that support client engagement, mentorship, and growth within the female wealth segment.
  • Played a key role in organizational transitions, including systems migration and advisor alignment, ensuring continuity of service during major firm restructuring.
  • Consistently achieved award-winning client retention rates, strengthening long-term relationships and driving portfolio growth.
  • Manage client portfolios and oversee comprehensive short- and long-term financial strategies while ensuring full fiduciary compliance with regulatory and institutional standards.
  • Lead and coordinate cross-functional teams of 4–6 subject matter experts (tax, estate, trust, lending, insurance) to deliver cohesive, client-first financial solutions.
  • Directed CRM implementation and workflow redesign, improving team efficiency, client onboarding, and reporting accuracy.

Private Client Advisor

JPMorgan Chase
06.2010 - 02.2013
  • Advised a diverse book of clients on investment strategies, retirement planning, and wealth preservation, consistently delivering high client advocacy and satisfaction scores.
  • Retained and grew client assets during a volatile market period (post-2008), strengthening long-term relationships through trust-based financial planning.
  • Recognized for top-tier asset retention rates, demonstrating a client-first philosophy and ability to preserve confidence during uncertain markets.
  • Selected as a new associate mentor and trainer, onboarding junior advisors and support staff while serving as the go-to resource for systems and platform training.
  • Collaborated with cross-functional partners to deliver comprehensive client solutions, including lending, estate planning, and insurance strategies.

Private Wealth Advisor Associate

Comerica Bank
05.2005 - 02.2010
  • Part of a six-person team recruited from Wells Fargo to launch Comerica’s new private banking platform.
  • Supported a top-producing advisor while managing client service, investment support, and operational execution.
  • Partnered with HR and Compliance to design and publish the firm’s private banking training manual for associates, executive assistants, and junior brokers, standardizing processes across the division.
  • Developed a records retention manual, improving compliance, audit readiness, and information governance.
  • Played a key role in platform buildout, ensuring smooth adoption of new procedures and workflows for incoming advisors and support staff.

Education

Business Administration

San Jose State University
San Jose, CA
12-2011

Skills

  • Cultivating strong partnerships
  • Guiding professional development
  • Client engagement strategies
  • Collaborative strategic planning
  • Account relationship development
  • Operational efficiency management
  • Risk mitigation strategies
  • Performance metrics evaluation
  • Business alliances management
  • Policy and procedure development
  • Proficient in CRM tools
  • Investment portfolio optimization

Certification

  • Licensed -Series 7 / Series 66
  • Certification- CMA - Currently pursuing (anticipated completion 02/2026)
  • Certified CWS

Languages

Vietnamese
Native or Bilingual

Timeline

VP Private Wealth Advisor

BMO (formerly Bank of the West)
02.2013 - Current

Private Client Advisor

JPMorgan Chase
06.2010 - 02.2013

Private Wealth Advisor Associate

Comerica Bank
05.2005 - 02.2010

Business Administration

San Jose State University

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