National Private Wealth Relationship Manager

Next Frontier Capital; Los Angeles (CA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in the United States is seeking a skilled National Client Banker to advise high‑net‑worth families on building, preserving and managing wealth across the Private Bank platform.

You will manage a large client book, collaborate with specialists, and deliver holistic balance‑sheet advice, leveraging investments, credit and banking solutions while meeting risk and regulatory standards. Series 7, 66 and Insurance licenses are required or must be obtained within 90 days of start;

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.

Responsibilities

• Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
• Generate client referrals and acquire new assets from existing client base.
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
• Connect your clients across all lines of business of JPMorgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach.
• Re-engage with clients through proactive outreach, marketing follow up and CRM data to introduce the Private Bank and refer opportunities to Bankers in local coverage markets.
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures.

Skills

Relationship management

Financial analysis

Wealth planning

Education

Bachelor's degree

Tools

CRM systems

Job description

JPMorgan Chase & Co. in the United States is seeking a skilled National Client Banker to advise high‑net‑worth families on building, preserving and managing wealth across the Private Bank platform.

You will manage a large client book, collaborate with specialists, and deliver holistic balance‑sheet advice, leveraging investments, credit and banking solutions while meeting risk and regulatory standards. Series 7, 66 and Insurance licenses are required or must be obtained within 90 days of start;