Elite Private Client Relationship Advisor

JPMorganChase; Portland (OR); On-site; USD 140,000 - 210,000; Full time

Job summary

JPMorgan Private Client in the United States seeks a seasoned Relationship Manager to nurture high-net-worth relationships, earn client trust, and offer bespoke wealth solutions. You will acquire new clients while deepening existing relationships, collaborating with partners across business lines.

You will drive personalized planning, insightful guidance, and a superior client experience while maintaining strict risk controls and regulatory compliance.

Qualifications

• 10+ years in Financial Services, with affluent/complex relationship management experience.
• Proven business development and prospecting skills to grow the book.
• Ability to build trusted client relationships and provide holistic financial planning.

Responsibilities

• Cultivate meaningful client relationships and deliver personalized experiences.
• Collaborate with clients to identify needs and tailor wealth solutions.
• Deepen banking and lending relationships alongside introductions to wealth management services.
• Present JPMorgan Private Client value and expand the client base through prospecting.
• Share market insights to build trust and guide client decisions.
• Build a robust pipeline by connecting with potential clients and partners.
• Network with referral sources to generate banking and investment opportunities.
• Partner with internal teams to address client needs with precision and care.
• Uphold strong risk, controls, and regulatory compliance.

Skills

Relationship management

Business development

Entrepreneurial spirit

Client relationship building

Networking

Education

College degree

Tools

SIE

Series 7

Series 66

NMLS

Job description

JPMorgan Private Client in the United States seeks a seasoned Relationship Manager to nurture high-net-worth relationships, earn client trust, and offer bespoke wealth solutions. You will acquire new clients while deepening existing relationships, collaborating with partners across business lines.

You will drive personalized planning, insightful guidance, and a superior client experience while maintaining strict risk controls and regulatory compliance.