Senior Private Client Advisor

Testing Site - JPMC; Del Mar (CA); On-site; USD 128,000 - 173,000; Full time

Job summary

JPMorgan Private Client in Del Mar, CA seeks a seasoned Relationship Manager to nurture high-net-worth client relationships, prospect for new opportunities, and deliver tailored financial guidance. You will leverage JPMorgan Chase capabilities and collaborate across lines to expand wealth management solutions while maintaining stringent risk controls.

The role emphasizes in-person client engagements, bespoke planning, and strong networking to grow the client base and provide exceptional service.

Qualifications

• 10+ years in Financial Services with affluent or complex relationship management and business development.
• Entrepreneurial spirit with persistence in prospecting to grow the book of business.
• High-net-worth referral network and proven ability to build trusted relationships.
• Ability to solve complex financial challenges and offer holistic financial planning.
• Team player capable of collaborating across lines to deliver bespoke solutions.

Responsibilities

• Cultivate enduring client relationships with exceptional service and personalized experiences.
• Collaborate with clients to uncover needs and craft bespoke financial plans.
• Develop banking, lending and wealth management opportunities through in-person meetings.
• Present JPMorgan Private Client value proposition and services to clients.
• Share market insights and guidance to earn client trust and business.
• Build a robust pipeline by acquiring new relationships and referrals.
• Establish connections with referral sources outside the office to grow opportunities.
• Partner with internal lines to meet client needs and maintain risk controls.

Skills

Relationship building

Prospecting

Financial acumen

Client advisory

Networking

Education

College degree or military equivalent

Tools

NMLS

Job description

JPMorgan Private Client in Del Mar, CA seeks a seasoned Relationship Manager to nurture high-net-worth client relationships, prospect for new opportunities, and deliver tailored financial guidance. You will leverage JPMorgan Chase capabilities and collaborate across lines to expand wealth management solutions while maintaining stringent risk controls.

The role emphasizes in-person client engagements, bespoke planning, and strong networking to grow the client base and provide exceptional service.