Senior Private Client Relationship Architect

JPMorgan Chase & Co.; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Relationship Manager to nurture high-net-worth client relationships, offering bespoke wealth guidance and integrated solutions across banking, lending, and investments.

You will build a book of business, collaborate with partners, and ensure rigorous risk and regulatory adherence. Ideal candidates have extensive financial services experience, required licenses, and an entrepreneurial mindset to drive growth in a competitive private client

Qualifications

• 10+ years in financial services with affluent or complex relationship mgmt.
• Proven ability to build a new book and manage relationships.
• Licensing requirements: SIE, Series 7 and 66 (or 63/65) and licensing path.

Responsibilities

• Cultivate enduring client relationships and deliver personalized service.
• Understand client goals and craft bespoke solutions across banking and wealth.
• Expand the client base through new business development and networking.
• Engage in in-person consultations with clients and referrals as needed.
• Collaborate with internal partners to address client needs with precision.
• Maintain strong risk controls and adhere to policies and regulations.

Skills

10+ years experience in Financial

Affluent/complex relationship mgmt

Business development

High-net-worth referral network

Entrepreneurial spirit

Licensing pathway (SIE/Series 7/66)

Education

College degree or military equivalent

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Relationship Manager to nurture high-net-worth client relationships, offering bespoke wealth guidance and integrated solutions across banking, lending, and investments.

You will build a book of business, collaborate with partners, and ensure rigorous risk and regulatory adherence. Ideal candidates have extensive financial services experience, required licenses, and an entrepreneurial mindset to drive growth in a competitive private client