Elite Private Client Relationship Manager

Next Frontier Capital; Del Mar (CA); On-site; USD 130,000 - 170,000; Full time

Benefits offered by this job

Bi-annual incentive plan

Job summary

JPMorgan Private Client in the United States seeks an experienced Relationship Manager to cultivate high-net-worth client relationships, understand client goals, and offer bespoke financial solutions. You will work across JPMorgan Chase’s lines, acquiring new clients while deepening existing relationships with an entrepreneurial mindset.

The role emphasizes personalized planning, in-person client interactions, and collaboration across teams, with a strong focus on risk controls and regulatory

Qualifications

• 10+ years in Financial Services, including affluent or complex relationship management.
• Entrepreneurial spirit and persistence in prospecting.
• Maintain a high-net-worth referral network and develop a new book of business.
• Solve complex financial challenges and present holistic financial planning.
• Passion for guiding clients and collaborating in a team to deliver bespoke solutions.
• SIE, FINRA Series 7, and FINRA Series 66 (or 63/65) licensing; obtain through JPMorgan’s program within 150 days.

Responsibilities

• Cultivate meaningful, enduring client relationships with exceptional, personalized service.
• Collaborate with clients to discern needs and aspirations, crafting bespoke solutions across financial planning.
• Grow long-term banking and lending relationships and introduce wealth management services.
• Present the JPMorgan Private Client value proposition to attract and nurture relationships.
• Share market and economy insights to build trust and grow business.
• Build a robust pipeline by acquiring new relationships and leveraging connections.
• Network with referral sources and external contacts to generate opportunities.
• Develop cross-division partnerships to meet clients' needs with precision.
• Maintain strict adherence to risk policies, controls, and security measures.

Skills

Financial services experience

Business development

High-net-worth clients

Regulatory compliance

Team collaboration

Licensing & certifications

Education

Bachelor's degree or higher

Job description

JPMorgan Private Client in the United States seeks an experienced Relationship Manager to cultivate high-net-worth client relationships, understand client goals, and offer bespoke financial solutions. You will work across JPMorgan Chase’s lines, acquiring new clients while deepening existing relationships with an entrepreneurial mindset.

The role emphasizes personalized planning, in-person client interactions, and collaboration across teams, with a strong focus on risk controls and regulatory