Elite Private Client Wealth Advisor

JPMorgan Chase; New York (NY); On-site; USD 135,000 - 165,000; Full time

Job summary

JPMorgan Private Client seeks a seasoned Relationship Manager to grow and nurture relationships with affluent clients. You will earn trust through tailored advice, understand client aspirations, and leverage JPMorgan Chase capabilities across business lines.

You will actively acquire new clients while deepening existing relationships, delivering bespoke planning and sophisticated solutions. Maintain a high level of client service and risk discipline in all interactions.

Qualifications

• 10+ years in Financial Services or related field.
• Proven ability to manage high-net-worth relationships.
• Strong knowledge of holistic financial planning.

Responsibilities

• Cultivate and deepen relationships with high-net-worth clients.
• Collaborate with partners across business lines to tailor solutions.
• Lead in-person meetings and provide bespoke planning guidance.
• Build and maintain a robust client pipeline and referrals.
• Ensure compliance with all regulatory and risk policies.

Skills

Relationship Management

Business Development

Financial Planning

Education

Bachelor's degree

Job description

JPMorgan Private Client seeks a seasoned Relationship Manager to grow and nurture relationships with affluent clients. You will earn trust through tailored advice, understand client aspirations, and leverage JPMorgan Chase capabilities across business lines.

You will actively acquire new clients while deepening existing relationships, delivering bespoke planning and sophisticated solutions. Maintain a high level of client service and risk discipline in all interactions.