Elite Private Client Relationship Manager

Next Frontier Capital; New York (NY); On-site; USD 150,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. seeks a seasoned Relationship Manager for JPMorgan Private Client in New York.

You will nurture high-net-worth client relationships, understand their unique goals, and deliver bespoke financial advice leveraging cross-line collaboration. You will actively acquire new clients, deepen existing relationships, and present the full value proposition with a focus on personalized planning, wealth management integration, and superior client service.

Qualifications

• 10+ years in Financial Services, with affluent or complex relationship management.
• Entrepreneurial spirit and persistence in prospecting to grow the book.
• Maintain high-net-worth referral network and proven new business success.
• Solve complex financial challenges with holistic planning and insight.
• Collaborative team player delivering bespoke solutions and exceptional service.
• SIE exam, FINRA Series 7, and FINRA Series 66 (or 63/65) are required; licenses must be obtained within 150 days.

Responsibilities

• Cultivate and deepen client relationships with exceptional, personalized service.
• Understand clients' goals and craft bespoke, comprehensive financial plans.
• Grow the private client book by acquiring new relationships and referrals.
• Facilitate introductions to wealth management and other JPMorgan services.
• Present JPMorgan Private Client value proposition to attract opportunities.
• Develop internal partnerships across lines to meet clients' needs.
• Maintain risk and controls compliance with policies and regulatory guidelines.

Skills

Relationship management

Business development

Financial planning

Client advisory

Networking

CRM software

Education

SIE/FINRA licenses

Tools

CRM software

Job description

JPMorgan Chase & Co. seeks a seasoned Relationship Manager for JPMorgan Private Client in New York.

You will nurture high-net-worth client relationships, understand their unique goals, and deliver bespoke financial advice leveraging cross-line collaboration. You will actively acquire new clients, deepen existing relationships, and present the full value proposition with a focus on personalized planning, wealth management integration, and superior client service.