Senior Private Client Relationship Manager

Next Frontier Capital; Irvine (CA); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

Bi-annual incentive

Job summary

JPMorgan Private Client seeks an experienced Relationship Manager to cultivate trusted client relationships and deliver tailored financial solutions, connecting banking, lending, and wealth capabilities. You will prospect proactively, partner with internal teams, and grow a robust client book.

Required licenses (SIE, Series 7, and Series 66 or 63/65) and a drive to guide clients through long-term financial planning.

Qualifications

• 5+ years in Financial Services, including affluent or complex relationship management.
• Entrepreneurial mindset with prospecting and growth focus.
• Strong network for high-net-worth referrals and new business development.
• Ability to solve complex financial challenges and present holistic planning.
• Team player with collaborative approach to bespoke client solutions.

Responsibilities

• Cultivate enduring client relationships with exceptional, personalized service.
• Deeply understand client needs and craft bespoke financial solutions.
• Develop and deepen private banking and lending relationships; lead in-person meetings.
• Present JPMorgan Private Client value proposition and build trust with clients.
• Share market insights and guidance to support client decisions.
• Grow pipeline via new relationships and partnerships; expand client base.
• Foster connections with referral sources and external contacts for opportunities.
• Coordinate with internal partners across lines to meet client goals.
• Maintain strong risk and control standards per policy and regulation.

Skills

Financial services experience

Business development

Networking & referrals

Holistic financial planning

Client relationship management

Licensing knowledge

Education

College degree or military equivalent

Job description

JPMorgan Private Client seeks an experienced Relationship Manager to cultivate trusted client relationships and deliver tailored financial solutions, connecting banking, lending, and wealth capabilities. You will prospect proactively, partner with internal teams, and grow a robust client book.

Required licenses (SIE, Series 7, and Series 66 or 63/65) and a drive to guide clients through long-term financial planning.