Private Client Wealth Relationship Manager

Testing Site - JPMC; Bellevue (WA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Bi-annual incentive plan

Job summary

Testing Site - JPMC in Bellevue, WA is seeking a Relationship Manager to build and maintain high-net-worth client relationships across banking, lending, and investments. You will deliver targeted advice and thoughtful solutions within JPMorganChase’s wealth framework.

You will collaborate with partners across lines of business, drive holistic planning, and participate in a bi-annual incentive plan. A strong emphasis on client service and risk governance will shape daily activities, in-office

Qualifications

• Minimum five years of financial services or service sales experience with an established high net worth referral network and strong community presence.
• Proven trusted relationship builder with a track record of delivering an exceptional client experience.
• Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and collaborating with teams to deliver solutions.
• Demonstrated understanding of investments, wealth planning, credit and banking concepts.
• Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date.

Responsibilities

• Develop new and manage existing client relationships, providing exceptional service that exceeds expectations.
• Cultivate and deepen long-term primary banking, investments and lending relationships, including in-person calls with prospects and clients at their places of business.
• Network and build relationships with referral sources and centers of influence outside the office to generate banking and investment leads.
• Develop strong internal partnerships across lines of business to meet clients' specific needs.
• Ensure proposed solutions meet clients' needs through holistic goals-based planning.
• Strictly adhere to risk and regulatory guidelines and security measures.

Skills

Relationship building

Client service

Sales growth

Wealth planning

Investments knowledge

Education

Bachelor's degree

Job description

Testing Site - JPMC in Bellevue, WA is seeking a Relationship Manager to build and maintain high-net-worth client relationships across banking, lending, and investments. You will deliver targeted advice and thoughtful solutions within JPMorganChase’s wealth framework.

You will collaborate with partners across lines of business, drive holistic planning, and participate in a bi-annual incentive plan. A strong emphasis on client service and risk governance will shape daily activities, in-office