Senior Private Client Advisor — Wealth Solutions Leader

JPMorgan Chase & Co.; New York (NY); Hybrid; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Private Client in New York, NY seeks an experienced Relationship Manager to develop high-net-worth client relationships, acquire new clients, and deliver bespoke financial solutions. You will collaborate across lines of business to broaden wealth management services and drive client satisfaction.

The role emphasizes an entrepreneurial approach, extensive industry licensing, and a focus on risk management within a premier private client platform.

Qualifications

• 10+ years in Financial Services, including affluent or complex relationship management and business development.
• Entrepreneurial mindset with prospecting and new business development.
• Strong network of high-net-worth referrals.
• FINRA SIE, Series 7 and Series 66 (or 63/65) licensing requirements; licensing through employer.
• Hold a college degree or military equivalent.

Responsibilities

• Cultivate meaningful relationships with clients and provide a personalized experience that exceeds expectations.
• Collaborate with clients to discern needs and craft bespoke solutions across planning horizons.
• Foster long-term banking and lending relationships and introduce wealth management services.
• Present JPMorgan Private Client value proposition and attract and nurture client relationships.
• Share insights on economy and markets to earn client trust and business.
• Build a robust pipeline by acquiring new relationships and leveraging connections.
• Network with referral sources and external contacts to generate opportunities.
• Develop internal partnerships across business lines to address client needs with precision.
• Uphold rigorous risk management and regulatory compliance.

Skills

Relationship management

Business development

Networking

Client advisory

Education

College degree or military equivalent

Job description

JPMorgan Private Client in New York, NY seeks an experienced Relationship Manager to develop high-net-worth client relationships, acquire new clients, and deliver bespoke financial solutions. You will collaborate across lines of business to broaden wealth management services and drive client satisfaction.

The role emphasizes an entrepreneurial approach, extensive industry licensing, and a focus on risk management within a premier private client platform.