Elite Private Client Relationship Architect

Testing Site - JPMC; New York (NY); On-site; USD 150,000 - 260,000; Full time

Job summary

JPMorgan Chase’s Private Client division seeks a seasoned Relationship Manager in New York to nurture high-net-worth client relationships, deliver bespoke wealth solutions, and drive growth across banking, lending and wealth management. You will collaborate with colleagues across business lines to provide tailored guidance and strategic planning.

The role emphasizes client service excellence, a proven sales mindset, regulatory compliance, and a strong network, with licensing requirements clearly

Qualifications

• 10+ years in Financial Services, including affluent or complex relationship management and business development.
• Entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business.
• Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships.
• Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning.
• Passion for guiding clients through what matters most and the ability to work collaboratively in a team to deliver bespoke solutions and exceptional service.
• SIE exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements; licenses to be obtained within 150 days of hire.

Responsibilities

• Cultivate meaningful, enduring relationships with high-net-worth clients and provide exceptional, personalized service.
• Understand clients' needs and aspirations, crafting bespoke solutions and comprehensive planning.
• Grow the private client business by acquiring new relationships and deepening existing ones.
• Present JPMorgan Chase's value proposition and coordinate with partners across business lines.
• Share market insights and guidance to earn clients' trust and business growth.
• Develop a robust referral network and collaborate with external partners to generate opportunities.
• Build internal partnerships to address client needs with accuracy and expertise.
• Maintain rigorous risk and controls in line with firm policies and regulatory requirements.

Skills

Financial services experience

Entrepreneurial mindset

Networking / business development

Holistic financial planning

Client relationship management

Education

Bachelor's degree or higher

Job description

JPMorgan Chase’s Private Client division seeks a seasoned Relationship Manager in New York to nurture high-net-worth client relationships, deliver bespoke wealth solutions, and drive growth across banking, lending and wealth management. You will collaborate with colleagues across business lines to provide tailored guidance and strategic planning.

The role emphasizes client service excellence, a proven sales mindset, regulatory compliance, and a strong network, with licensing requirements clearly