Bank of America Private Client Advisor Jing Jin
500 Newport Center Drive, Newport Beach, CA 92660
Location & Phone number
500 Newport Center Dr, Newport Beach, CA 92660, United States
About the Business
Bank of America Private Client Advisor Jing Jin is located at 500 Newport Center Drive in Newport Beach, California. Jing Jin, a Senior Vice President, offers personalized financial strategies to ultra-high-net-worth individuals, families, and institutions to help them preserve, grow, and transfer their wealth effectively. With warmth, empathy, and insight, Jing ensures that each client's objectives are met through ongoing care and diligence. Jing brings creativity and resolve to tackle challenges and is dedicated to addressing client needs.
Drawing from her experience advising highly accomplished clientele, Jing leads a team of specialists who work together to identify efficiencies in investments, trust and estate planning, business and succession planning, lending, and philanthropy. She values client privacy and trust, providing an intimate yet expansive client experience. Jing joined the Private Bank in 2018 and has a background in financial services since 2010. She holds a bachelor's degree in finance from the University of Macau and an MSc in financial economics from BI Norwegian School of Management.
Jing is a member of Chinese Writing Associations in Los Angeles and Beijing and enjoys traveling, writing travel blogs, spending time outdoors, and playing the piano in her free time. Bank of America Private Bank has a history of helping clients manage significant wealth for over 200 years, offering personalized financial strategies tailored to meet the needs and goals of individuals, families, businesses, and institutions. The institution focuses on innovation and disciplined financial strategies to help clients navigate evolving markets and the complexities of the financial landscape.
Please note that by visiting the website, you may be directed to FINRA'S BrokerCheck and are subject to separate terms and privacy policies. Bank of America Private Bank strives to provide information about products and services that might be of interest to you, with a focus on relationship-based ads and online behavioral advertising. Investing involves risk, and it is essential to consult legal and tax advisors before making any financial decisions. Fiduciary standards do not apply in all product or service offerings from the Bank.
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