Senior Private Client Relationship Manager

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

Benefits offered by this job

Comprehensive Health Care Coverage

Retirement Savings Plan

Tuition Reimbursement

Job summary

Next Frontier Capital is seeking a Relationship Manager for JPMorgan Private Client to foster high-net-worth client relationships in Palo Alto, California. The successful candidate will have over 10 years in Financial Services and demonstrate an entrepreneurial spirit.

This role emphasizes personalized client service and innovative financial solutions, enabling exceptional experiences for affluent clients. Responsibilities include networking, developing tailored advice, and aligning resources across JPMorgan Chase to drive business growth.

Qualifications

• 10+ years in Financial Services with affluent or complex relationship management experience.
• Proven success in building trusted client relationships.
• Strong financial acumen and familiarity with holistic financial planning.

Responsibilities

• Cultivate meaningful relationships with clients and exceed their expectations.
• Network and establish influential connections with referral sources.
• Develop internal partnerships across all business lines.

Skills

Financial Services Experience

Business Development

High-Net-Worth Relationship Management

Complex Problem Solving

Education

College Degree or Military Equivalent

Job description

Next Frontier Capital is seeking a Relationship Manager for JPMorgan Private Client to foster high-net-worth client relationships in Palo Alto, California. The successful candidate will have over 10 years in Financial Services and demonstrate an entrepreneurial spirit.

This role emphasizes personalized client service and innovative financial solutions, enabling exceptional experiences for affluent clients. Responsibilities include networking, developing tailored advice, and aligning resources across JPMorgan Chase to drive business growth.