Senior Private Client Relationship Manager

JPMorganChase; Bellevue (WA); On-site; USD 180,000 - 280,000; Full time

Job summary

JPMorgan Chase in Bellevue, WA seeks an experienced Private Client Relationship Manager to lead high-net-worth client engagements and develop a bespoke financial planning approach. You will build long-term banking and lending relationships, present the value proposition, and collaborate with teams to deliver tailored solutions while maintaining strict regulatory standards.

A successful candidate has 10+ years in financial services and holds required FINRA licenses, with a commitment to

Qualifications

• 10+ years in Financial Services with affluent or complex relationship management.
• Entrepreneurial, persistent prospecting to grow the book of business.
• Maintain a high-net-worth referral network to develop new relationships.
• Solve complex financial challenges with holistic planning and solutions.
• Team collaboration and delivering bespoke client service.
• SIE, FINRA Series 7 and Series 66 (or 63/65) licenses required; license within 150 days.

Responsibilities

• Cultivate enduring client relationships with personalized experiences.
• Collaborate with clients to identify needs and craft bespoke solutions across goals.
• Foster long-term banking and lending relationships and facilitate introductions to wealth services.
• Present JPMorgan Private Client value proposition to attract and deepen relationships.
• Share market insights to build trust and grow business.
• Develop pipeline by acquiring new relationships and connecting with prospects.
• Network with referral sources to generate banking and investment opportunities.
• Develop internal partnerships across lines to meet client needs.
• Uphold risk and controls by adhering to policies and security measures.

Skills

Relationship management

Business development

Prospecting

Financial planning

Client service

Team collaboration

Regulatory compliance

Education

College degree or military equivalent

Job description

JPMorgan Chase in Bellevue, WA seeks an experienced Private Client Relationship Manager to lead high-net-worth client engagements and develop a bespoke financial planning approach. You will build long-term banking and lending relationships, present the value proposition, and collaborate with teams to deliver tailored solutions while maintaining strict regulatory standards.

A successful candidate has 10+ years in financial services and holds required FINRA licenses, with a commitment to