Elite Private Client Relationship Manager

JPMorgan Chase & Co.; Bellevue (WA); On-site; USD 140,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Relationship Manager in Bellevue to nurture high-net-worth client relationships and deliver bespoke planning solutions. You will work across JPMorgan Chase teams to expand your book of business, meeting clients to understand goals and provide tailored guidance.

The role requires a strong network, entrepreneurial drive, and licensing in place or within 150 days, with a focus on trust, risk management, and exceptional client service.

Qualifications

• 10+ years in financial services, with affluent or complex relationships.
• Entrepreneurial spirit and persistence in prospecting for new business.
• High-net-worth referral network to grow a book of business.
• Ability to solve complex financial challenges with holistic planning.
• Team player who delivers bespoke client solutions and service.
• SIE, FINRA Series 7 and FINRA 66 (or 63/65) required; licensing within 150 days.

Responsibilities

• Cultivate enduring relationships with high-net-worth clients.
• Identify client needs and craft bespoke planning solutions.
• Grow primary banking, lending, and wealth management referrals.
• Engage in in-person client meetings and partnerships across lines.
• Present JPMorgan Private Client value proposition and guidance.
• Share market insights to earn client trust and business.
• Develop a pipeline through new relationships and referrals.
• Build relations with referral sources outside the office.

Skills

Financial services experience

Relationship management

Business development

Networking

Licensing compliance

Education

College degree

Job description

JPMorgan Chase & Co. seeks a Private Client Relationship Manager in Bellevue to nurture high-net-worth client relationships and deliver bespoke planning solutions. You will work across JPMorgan Chase teams to expand your book of business, meeting clients to understand goals and provide tailored guidance.

The role requires a strong network, entrepreneurial drive, and licensing in place or within 150 days, with a focus on trust, risk management, and exceptional client service.