Senior Private Client Advisor

JPMorgan Chase & Co.; Del Mar (CA); On-site; USD 135,000 - 165,000; Full time

Job summary

JPMorgan Chase & Co. in California seeks a high-caliber Relationship Manager for JPMorgan Private Client. You will nurture wealthy client relationships, propose bespoke solutions, and collaborate across JPMorgan Chase's business lines to grow the book of business.

You will acquire new clients with an entrepreneurial spirit, provide holistic financial planning, and maintain rigorous risk controls while delivering exceptional client service and tailored guidance.

Qualifications

• 10+ years in Financial Services, including affluent or complex relationship management and business development.
• Entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business.
• High-net-worth referral network and proven success in building trusted client relationships.
• Ability to solve complex financial challenges with holistic financial planning.

Responsibilities

• Cultivate meaningful and enduring relationships with clients, delivering exceptional personalized service.
• Discern clients' needs and aspirations, crafting bespoke solutions aligned with goals.
• Foster private banking and lending relationships and facilitate introductions to wealth management services.
• Present JPMorgan Private Client value proposition and attract new client relationships.

Skills

Relationship management

Business development

Financial planning

Prospecting

Team collaboration

Education

College degree or military equivalent

Job description

JPMorgan Chase & Co. in California seeks a high-caliber Relationship Manager for JPMorgan Private Client. You will nurture wealthy client relationships, propose bespoke solutions, and collaborate across JPMorgan Chase's business lines to grow the book of business.

You will acquire new clients with an entrepreneurial spirit, provide holistic financial planning, and maintain rigorous risk controls while delivering exceptional client service and tailored guidance.