Niki VakilovaNiki VakilovaVice President, Wealth Management Banking Sales Specialist
About Niki
Niki Vakilova is a Vice President and Banking & Liquidity Specialist at J.P. Morgan Advisors, a business of J.P. Morgan.
The Banking & Liquidity Specialists partner closely with advisors and their clients, with a specialized focus on banking and general cash management, to help identify new client opportunities and propose customized strategies that can align with client goals.
Niki utilizes her deep knowledge of banking and liquidity management to promote the thoughtful and strategic use of cash within a client’s financial portfolio. With her understanding of the current rate environment and competitive landscape, her responsibilities include composing thought leadership. In addition, Niki creates custom cash management strategies that can help clients enhance the value of cash to pursue their near- and longterm financial goals.
Niki joined J.P. Morgan in 2022 as a Deposit Sales Specialist supporting advisors on all aspects of J.P. Morgan’s personal and business banking product offerings. She was previously a Private Client Relationship Manager at Citigroup, working primarily with wealth management clients to provide holistic financial strategies to the high-net-worth segment through the use of financial planning.
Niki graduated from the University of California, Santa Barbara with a B.A. in History. She holds the FINRA Series 7, 6, 65 and 63 securities licenses.
Niki currently resides in San Francisco, California.
Deposit products and related services are offered by J.P. Morgan Chase Bank, N.A. Member FDIC
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