Senior Private Client Relationship Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm is seeking a Relationship Manager in New York to cultivate high-net-worth client relationships. The ideal candidate will have over 10 years of experience in financial services, demonstrating exceptional skills in relationship and business development. Responsibilities include personalizing client experiences, engaging deeply with clients to understand their needs, and actively acquiring new prospects to drive business growth. This position requires licenses, including the Securities Industry Essential exam and others within specified timelines.

Qualifications

• 10+ years of experience in financial services, including relationship management.
• Ability to solve complex financial challenges and present innovative solutions.
• Must obtain SIE exam, FINRA Series 7 and Series 66 within 150 days of hire.

Responsibilities

• Cultivate relationships with clients, providing personalized experiences.
• Engage in in-person consultations to discern client needs.
• Build a robust pipeline of potential clients for business growth.

Skills

Relationship management

Business development

Financial acumen

Client service

Networking

Education

College degree or military equivalent

Job description

A leading financial services firm is seeking a Relationship Manager in New York to cultivate high-net-worth client relationships. The ideal candidate will have over 10 years of experience in financial services, demonstrating exceptional skills in relationship and business development. Responsibilities include personalizing client experiences, engaging deeply with clients to understand their needs, and actively acquiring new prospects to drive business growth. This position requires licenses, including the Securities Industry Essential exam and others within specified timelines.