Senior Private Client Advisor & Growth Architect

J.P. Morgan; New York (NY); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Financial coaching

Mental health support

Job summary

A leading financial institution seeks a Relationship Manager to enhance high-net-worth client relationships and provide tailored financial solutions. You will utilize over 10 years of financial services expertise to cultivate trust and offer exceptional client experience, ensuring bespoke advice and strategic insights. The ideal candidate possesses robust business development skills and a passion for building lasting client connections. This role includes collaboration with various partners and involves an entrepreneurial spirit to acquire new clients and deepen existing ties.

Qualifications

• 10+ years in financial services with a focus on affluent clients.
• Proven business development skills and client relationship success.
• Ability to present innovative financial solutions.

Responsibilities

• Cultivate meaningful and enduring client relationships.
• Present the full value proposition of JPMorgan Private Client.
• Network and establish influential connections to generate opportunities.

Skills

Financial Services experience

Relationship management

Business development

Problem-solving

Client service

Education

College degree or military equivalent

Job description

A leading financial institution seeks a Relationship Manager to enhance high-net-worth client relationships and provide tailored financial solutions. You will utilize over 10 years of financial services expertise to cultivate trust and offer exceptional client experience, ensuring bespoke advice and strategic insights. The ideal candidate possesses robust business development skills and a passion for building lasting client connections. This role includes collaboration with various partners and involves an entrepreneurial spirit to acquire new clients and deepen existing ties.