Elite Private Client Relationship Manager

JPMorgan Chase & Co.; Palo Alto (CA); Hybrid; USD 135,000 - 165,000; Full time

Job summary

JPMorgan Private Client in Palo Alto, CA seeks a seasoned Relationship Manager to nurture high-net-worth client relationships, provide bespoke financial guidance, and expand the client base across private banking and wealth management services.

The role requires 10+ years in financial services, entrepreneurial drive, a strong referral network, and securities licenses (SIE, Series 7, 66 or 63/65); base salary is $150,000/year with incentive compensation.

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.
• Solve complex financial challenges with holistic financial planning.

Responsibilities

• Cultivate meaningful relationships with clients and provide personalized experience.
• Collaborate with clients to discern needs and craft bespoke solutions across planning horizons.
• Foster long-term banking, lending and wealth management relationships with in-person consultations.
• Present JPMorgan Private Client value proposition and attract client relationships.

Skills

Relationship management

Financial services

Prospecting

Networking

Team collaboration

Education

College degree or military equivalent

Job description

JPMorgan Private Client in Palo Alto, CA seeks a seasoned Relationship Manager to nurture high-net-worth client relationships, provide bespoke financial guidance, and expand the client base across private banking and wealth management services.

The role requires 10+ years in financial services, entrepreneurial drive, a strong referral network, and securities licenses (SIE, Series 7, 66 or 63/65); base salary is $150,000/year with incentive compensation.