Senior Private Client Relationship Manager

JPMorganChase; Boston (MA); On-site; USD 150,000 - 173,000; Full time

Job summary

JPMorgan Chase’s Private Client division seeks a Vice President Relationship Manager to build trusted relationships with affluent clients by carefully discovering needs and delivering tailored banking, lending, and wealth solutions.

You will expand the client base through proactive prospecting, partnerships, and in-person engagements, while maintaining strict risk controls and regulatory compliance.

Qualifications

• 5+ years in Financial Services, including affluent or complex relationship management and business development.
• Entrepreneurial spirit with resilience in prospecting to grow the book of business.
• Maintain a high-net-worth referral network and demonstrate success in building trusted client relationships.
• SIE, FINRA Series 7, and FINRA Series 66 (or 63/65) are required; licenses must be obtained within 150 days of hire.

Responsibilities

• Cultivate meaningful and enduring client relationships with an exceptional, personalized experience.
• Discern clients' needs and craft bespoke solutions across banking, lending, and wealth planning.
• Foster long-term banking and lending relationships and facilitate introductions to wealth management services.
• Present JPMorgan Private Client value proposition to attract and nurture clients and expand the business.
• Share insights on the economy and markets to earn clients' trust and business.
• Develop a robust pipeline by acquiring new relationships and leveraging connections.
• Network with referral sources and external contacts to generate banking and investment opportunities.
• Collaborate with internal partners to meet clients' needs with precision and care.
• Uphold strong risk and controls by following policies and regulatory guidelines.

Skills

Relationship management

Business development

Prospecting

Networking

Financial planning

Education

Bachelor's degree

Job description

JPMorgan Chase’s Private Client division seeks a Vice President Relationship Manager to build trusted relationships with affluent clients by carefully discovering needs and delivering tailored banking, lending, and wealth solutions.

You will expand the client base through proactive prospecting, partnerships, and in-person engagements, while maintaining strict risk controls and regulatory compliance.