Private Client Relationship Executive

Next Frontier Capital; Boston (MA); On-site; USD 128,000 - 173,000; Full time

Job summary

JPMorgan Chase seeks a Relationship Manager in Boston to cultivate enduring client relationships, deliver bespoke financial planning, and expand the firm’s private client offerings. You will collaborate with clients to understand goals, present holistic solutions, and deepen referrals across banking, lending, and wealth management, while maintaining strict risk controls.

The role requires 5+ years in financial services, an entrepreneurial drive, and licensing (SIE, Series 7, 66 or 63/65);

Qualifications

• 5+ years in Financial Services, including affluent or complex relationship management.
• Entrepreneurial spirit, resilience, and persistence in prospecting to grow business.
• Maintain a high-net-worth referral network and demonstrate trusted client relationships.

Responsibilities

• Cultivate meaningful client relationships and deliver exceptional personalized experiences.
• Collaborate with clients to discern needs and craft bespoke financial plans.
• Foster long-term banking and lending relationships and introduce wealth management services.
• Present JPMorgan Private Client value proposition and attract client relationships.
• Share insights on economy and markets to build trust and guide clients.

Skills

Financial Services

Relationship Mgmt

Business Development

SIE License

FINRA Licenses

Education

College Degree

Job description

JPMorgan Chase seeks a Relationship Manager in Boston to cultivate enduring client relationships, deliver bespoke financial planning, and expand the firm’s private client offerings. You will collaborate with clients to understand goals, present holistic solutions, and deepen referrals across banking, lending, and wealth management, while maintaining strict risk controls.

The role requires 5+ years in financial services, an entrepreneurial drive, and licensing (SIE, Series 7, 66 or 63/65);