Senior Private Client Relationship Leader

Aumni; Bellevue (WA); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Comprehensive health care

On-site health centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Diversity & inclusion programs

Job summary

JPMorgan Private Client in the United States seeks an experienced Relationship Manager to grow high-net-worth client relationships through bespoke financial planning and advisory services. You will partner across JPMorgan Chase lines, acquire new clients, and deepen existing relationships while upholding risk and regulatory standards.

This role requires licensing readiness and a proven track record in complex wealth management.

Qualifications

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

Responsibilities

• Cultivate meaningful, enduring client relationships with exceptional, personalized service.
• Collaborate with clients to discern needs and aspirations, crafting bespoke solutions.
• Grow primary banking and lending relationships and introduce wealth management services.
• Present JPMorgan Private Client value proposition to attract and nurture relationships.
• Share insights on economy and markets to build trust and loyalty.
• Build a pipeline by acquiring new relationships and partnerships.
• Network with referral sources to generate banking and investment opportunities.
• Develop internal partnerships across lines to address client needs with precision.
• Uphold risk and controls by adhering to policies, regulatory guidelines, and security measures.

Skills

Relationship management

Business development

Prospecting

Holistic financial planning

Team collaboration

SIE exam

FINRA Series 7

FINRA Series 66

Education

College degree or military equivalent

Job description

JPMorgan Private Client in the United States seeks an experienced Relationship Manager to grow high-net-worth client relationships through bespoke financial planning and advisory services. You will partner across JPMorgan Chase lines, acquire new clients, and deepen existing relationships while upholding risk and regulatory standards.

This role requires licensing readiness and a proven track record in complex wealth management.