Senior Private Client Relationship Manager

JPMorgan Chase & Co.; Portland (OR); On-site; USD 120,000 - 190,000; Full time

Job summary

JPMorgan Private Client in Portland, OR is seeking a seasoned Relationship Manager to nurture high‑net‑worth client relationships, earn trust, and deliver bespoke financial solutions using the bank's capabilities across lines of business.

You will acquire new clients, deepen existing relationships, coordinate with partners, and manage risk controls while driving sustainable growth for the book of business in a dynamic market.

Qualifications

• 10+ years in Financial Services or wealth management required.
• Entrepreneurial mindset with ability to build a new book of business.
• Maintain a high-net-worth referral network to grow client base.
• Ability to solve complex financial challenges with holistic planning.
• Strong collaboration with internal partners to deliver bespoke solutions.

Responsibilities

• Cultivate and deepen high-net-worth relationships with clients.
• Acquire new clients and expand the client base.
• Tailor bespoke financial planning solutions across banking, lending, and investments.
• Present JPMorgan Private Client value proposition and advise on wealth strategy.
• Collaborate with partners across business lines to deliver integrated solutions.
• Maintain strong risk and controls, adhering to regulatory requirements.
• Engage in in-person client meetings and ongoing relationship management.
• Develop long-term trusted partnerships and drive business growth.

Skills

Entrepreneurial spirit

Prospecting

High-net-worth relationships

Client relationship management

Financial planning

Education

Bachelor's degree or higher

Job description

JPMorgan Private Client in Portland, OR is seeking a seasoned Relationship Manager to nurture high‑net‑worth client relationships, earn trust, and deliver bespoke financial solutions using the bank's capabilities across lines of business.

You will acquire new clients, deepen existing relationships, coordinate with partners, and manage risk controls while driving sustainable growth for the book of business in a dynamic market.