Senior Private Banking Relationship Leader for HNW Clients

JPMorganChase; Del Mar (CA); On-site; USD 135,000 - 165,000; Full time

Job summary

JPMorgan Chase, a leading financial services firm, seeks a Private Client professional to cultivate enduring relationships with affluent clients across banking, lending, and wealth capabilities. You will collaborate with clients to tailor comprehensive plans addressing short-, medium-, and long-term goals, while expanding the client base through proactive networking and referrals.

You will also present solutions, deepen primary banking and lending relationships, and coordinate with internal

Qualifications

• 5+ years in Financial Services, including affluent or complex relationship management and business development.
• Entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business.
• Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships.
• Solve complex financial challenges and present innovative solutions with astute financial acumen and holistic planning.
• Demonstrate passion for guiding clients through what matters most and ability to work collaboratively in a team to deliver bespoke solutions and exceptional service.
• Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) required; unlicensed applicants must obtain licenses within 150 days.

Responsibilities

• Cultivate meaningful and enduring relationships with clients, ensuring exceptional, personalized service.
• Collaborate with clients to discern needs and aspirations, crafting bespoke solutions across planning horizons.
• Foster long-term banking and lending relationships and facilitate introductions to wealth management services.
• Present the JPMorgan Private Client value proposition to attract and nurture relationships.

Skills

Relationship management

Prospecting

Networking

Client advisory

Financial planning

Education

College degree or military equivalent

Job description

JPMorgan Chase, a leading financial services firm, seeks a Private Client professional to cultivate enduring relationships with affluent clients across banking, lending, and wealth capabilities. You will collaborate with clients to tailor comprehensive plans addressing short-, medium-, and long-term goals, while expanding the client base through proactive networking and referrals.

You will also present solutions, deepen primary banking and lending relationships, and coordinate with internal