Niki VakilovaNiki VakilovaVice President, Wealth Management Banking Sales Specialist
About Niki
Niki Vakilova is a Vice President and Banking Sales Specialist at J.P. Morgan Wealth Management, a business of J.P. Morgan.
The Wealth Management Banking Sales Specialists are trusted extensions of the Advisor team, with a specialized focus on banking and general cash management, helping identify new client opportunities and proposing customized strategies for existing client needs.
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 and positioning deposits to help advisors gather assets. In addition, Niki is able to create custom cash management strategies that help clients enhance the value of cash to achieve their near- and long-term 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 offering. In 2017, she accepted a position at Citigroup as a Private Client Relationship Manager, working primarily with Wealth Management clients to provide holistic financial strategies to the high-net-worth segment through use of financial planning.
Niki graduated from UC Santa Barbara with a B.A. in History. She currently resides in San Francisco, CA. She holds FINRA Series 7, 6, 65 and 63 securities licenses.
Insights
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