Senior Private Client Relationship Manager

Testing Site - JPMC; Irvine (CA); On-site; USD 140,000 - 170,000; Full time

Benefits offered by this job

Comprehensive health care

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase's Private Client group seeks a Relationship Manager in Irvine to nurture high-net-worth client relationships, deliver bespoke financial solutions, and expand the client base. You will collaborate across lines, provide tailored guidance, and build a strong referral network while upholding rigorous risk controls.

You will acquire new clients, deepen existing relationships, and engage in in-person consultations, delivering superior service and value to affluent clientele.

Qualifications

• 10+ years in financial services, including affluent or complex relationship management and business development.
• Entrepreneurial spirit, resilience, and prospecting persistence to expand business.
• Maintain a high-net-worth referral network to build a new book of business and trusted client relationships.
• Ability to solve complex financial challenges and present holistic financial planning solutions.
• Passion for guiding clients through what matters most and teamwork to deliver bespoke solutions.

Responsibilities

• Cultivate enduring client relationships with exceptional personalized service.
• Collaborate with clients to discern needs and craft bespoke, long-term financial plans.
• Develop and deepen primary banking and lending relationships and expand wealth management introductions.
• Present JPMorgan Private Client value and enhance client experience with sophistication.
• Share insights on economy and markets to earn client trust and business.

Skills

Relationship management

Business development

Networking

Education

College degree or military equivalent

Job description

JPMorgan Chase's Private Client group seeks a Relationship Manager in Irvine to nurture high-net-worth client relationships, deliver bespoke financial solutions, and expand the client base. You will collaborate across lines, provide tailored guidance, and build a strong referral network while upholding rigorous risk controls.

You will acquire new clients, deepen existing relationships, and engage in in-person consultations, delivering superior service and value to affluent clientele.