Private Client Relationship Manager - Wealth & Planning

JPMorgan Chase & Co.; Bellevue (WA); On-site; USD 110,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in Bellevue, WA seeks an experienced Private Client Relationship Manager to nurture high-net-worth client relationships, understand their goals, and offer bespoke financial solutions.

This role emphasizes trusted advice, cross‑line collaboration, and a proactive client service mindset. You will develop a personal planning approach, identify opportunities for growth, and uphold strict risk controls while adhering to regulatory standards.

Qualifications

• Ten years or more in Financial Services, including affluent/complex relationship management.
• Entrepreneurial spirit with persistence in prospecting to grow business.
• Maintain a high-net-worth referral network to build a new book of business.
• Solve complex financial challenges with holistic planning.
• Lead clients with collaborative teamwork and outstanding service.
• Licensing: SIE, FINRA Series 7 and Series 66 (or 63/65) required; license within 150 days if unlicensed.

Responsibilities

• Cultivate enduring client relationships with exceptional, personalized service.
• Collaborate with clients to identify needs and craft bespoke planning solutions.
• Foster long-term banking and lending relationships, including in-person meetings.
• Present JPMorgan Private Client value proposition to attract and nurture relationships.
• Share market and economy insights to earn client trust and business.
• Build a robust pipeline by acquiring new relationships and expanding the client base.
• Network with referral sources and external contacts to generate opportunities.
• Develop internal partnerships across business lines to meet client needs.
• Maintain a strong risk and controls environment in line with policies.

Skills

Relationship management

Business development

Networking

Client advisory

Financial planning

Licenses (SIE/ Series 7/66)

Education

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Bellevue, WA seeks an experienced Private Client Relationship Manager to nurture high-net-worth client relationships, understand their goals, and offer bespoke financial solutions.

This role emphasizes trusted advice, cross‑line collaboration, and a proactive client service mindset. You will develop a personal planning approach, identify opportunities for growth, and uphold strict risk controls while adhering to regulatory standards.