Elite Private Client Relationship Leader

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

Job summary

JPMorgan Chase & Co. in Boston, MA seeks a seasoned Private Client Relationship Manager to cultivate high-net-worth client relationships, deliver bespoke financial guidance, and expand the client book through new introductions and cross‑line collaboration.

You will partner with bankers and investment teams, provide holistic planning, and maintain strong risk controls while meeting regulatory requirements. This role requires a deep client service mindset and a track record of building trusted

Qualifications

• 10+ years in Financial Services, including affluent or complex relationship management and business development.
• Entrepreneurial spirit, resilience, and persistence in prospecting to expand business.
• Maintain a high-net-worth referral network to develop a new book of business.
• Ability to solve complex financial challenges and present holistic financial planning.
• Guidance mindset, teamwork, and delivering bespoke client service.
• SIE exam, FINRA Series 7, and FINRA Series 66 (or 63/65) minimum; licenses via JPMorgan licensing program within 150 days.

Responsibilities

• Cultivate meaningful relationships with clients, delivering exceptional, personalized experiences.
• Collaborate with clients to discern needs and aspirations, crafting bespoke solutions across planning horizons.
• Foster long-term banking and lending relationships while facilitating wealth management introductions.
• Present JPMorgan Private Client value proposition to attract and nurture relationships.
• Share market insights to build trust and grow the client base.
• Develop a robust pipeline through new relationships and referrals, expanding opportunities.
• Network with referral sources and contacts outside the office to generate opportunities.
• Coordinate with internal partners across lines to meet client needs with precision.
• Maintain a strong risk and controls environment adhering to policies and security measures.

Skills

Relationship management

Business development

Networking

Prospecting

Financial services

Client advisory

Team collaboration

Regulatory knowledge

Education

College degree

Tools

NMLS

Job description

JPMorgan Chase & Co. in Boston, MA seeks a seasoned Private Client Relationship Manager to cultivate high-net-worth client relationships, deliver bespoke financial guidance, and expand the client book through new introductions and cross‑line collaboration.

You will partner with bankers and investment teams, provide holistic planning, and maintain strong risk controls while meeting regulatory requirements. This role requires a deep client service mindset and a track record of building trusted