Elite Private Client Relationship Architect

JPMorgan Chase & Co.; Del Mar (CA); On-site; USD 150,000 - 190,000; Full time

Benefits offered by this job

Bi-annual incentive plan

Job summary

JPMorgan Chase & Co. in the United States seeks an experienced Relationship Manager for JPMorgan Private Client to nurture and expand high-net-worth client relationships with bespoke financial solutions.

The role emphasizes deep client trust, holistic planning, and collaboration across business lines, with an entrepreneurial approach to acquiring new clients and maintaining strong relationships.

Qualifications

• 10+ years in Financial Services and affluent/complex relationship management
• Entrepreneurial spirit with persistence in prospecting to grow business
• Maintain a high-net-worth referral network to build a new book of business
• Ability to solve complex financial challenges and present holistic planning
• Passion for guiding clients through what matters most with teamwork
• SIE, FINRA Series 7, and FINRA Series 66 (or 63/65) required; licensing within 150 days

Responsibilities

• Cultivate meaningful client relationships and provide personalized experiences
• Discern client needs and craft bespoke solutions and planning
• Deepen primary banking and lending relationships; conduct in-person consultations
• Present JPMorgan Private Client value proposition and attract clients
• Share market insights to build trust and grow business
• Build a robust pipeline through new relationships and referrals
• Network with external sources to generate banking and investment opportunities
• Develop cross-line partnerships to address client needs
• Uphold risk and controls per policies and regulations

Skills

Relationship management

Business development

Financial acumen

Team collaboration

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in the United States seeks an experienced Relationship Manager for JPMorgan Private Client to nurture and expand high-net-worth client relationships with bespoke financial solutions.

The role emphasizes deep client trust, holistic planning, and collaboration across business lines, with an entrepreneurial approach to acquiring new clients and maintaining strong relationships.