Elite Private Client Manager – Wealth Growth

JPMorgan Chase & Co.; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. seeks a seasoned Private Client Relationship Manager to nurture high-net-worth client relationships in Boston, providing bespoke wealth guidance and strategic planning.

You will drive growth by acquiring new clients while coordinating with partners across lines of business to deliver comprehensive solutions. You will lead in-person meetings, present tailored advisory services, and deepen lending, banking, and wealth management relationships, all while upholding JPMorgan's

Qualifications

• 10+ years in Financial Services, including affluent or complex relationship management.
• Proven ability to develop new business and manage a high-net-worth referral network.
• SIE, FINRA Series 7 and Series 66 (or 63 and 65) required; must obtain licenses if unlicensed within 150 days.

Responsibilities

• Cultivate and deepen high-net-worth client relationships with personalized service.
• Collaborate with clients to assess needs and craft bespoke wealth solutions.
• Develop long-term banking, lending, and wealth management relationships through in-person meetings.
• Present JPMorgan Private Client value proposition and nurture client engagements.
• Share insights on economy and markets to earn client trust.
• Build a robust client pipeline by acquiring new relationships and referrals.
• Develop internal partnerships across business lines to meet client needs.
• Adhere to risk management, policies, and regulatory guidelines.

Skills

Relationship management

Business development

Networking/referrals

Financial planning

Team collaboration

Education

College degree or military equivalent

Job description

JPMorgan Chase & Co. seeks a seasoned Private Client Relationship Manager to nurture high-net-worth client relationships in Boston, providing bespoke wealth guidance and strategic planning.

You will drive growth by acquiring new clients while coordinating with partners across lines of business to deliver comprehensive solutions. You will lead in-person meetings, present tailored advisory services, and deepen lending, banking, and wealth management relationships, all while upholding JPMorgan's