Senior Private Client Relationship Manager

Next Frontier Capital; United States; On-site; USD 127,500 - 172,500; Full time

Job summary

JPMorgan Chase & Co. is seeking an accomplished financial services professional to manage affluent client relationships and drive business development in Private Client services.

You will deliver bespoke financial planning, coordinate with banking and wealth teams, and lead client engagements to meet long-term goals. The role requires extensive licensing, a strong network of high-net-worth referrals, and a proactive, collaborative mindset.

Qualifications

• 10+ years in Financial Services, including affluent or complex relationship management and business development.
• Entrepreneurial spirit, resilience, and persistence in prospecting to expand business.
• Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships.
• Solve complex financial challenges and present innovative solutions with astute financial acumen and holistic planning.
• Demonstrate passion for guiding clients and collaborate to deliver bespoke solutions and exceptional service.
• SIE exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements; licenses must be obtained within 150 days.

Responsibilities

• Cultivate meaningful and enduring relationships with clients, ensuring an exceptional, personalized experience.
• Collaborate with clients to discern needs and craft bespoke solutions for short-, medium-, and long-term goals.
• Foster long-term banking and lending relationships and facilitate introductions to wealth management services; conduct in-person consultations.
• Present JPMorgan Private Client value proposition to attract and nurture client relationships.
• Share insights on the economy and markets to build trust and guide client decisions.
• Build a robust pipeline by acquiring new relationships and expanding the client base.
• Network with referral sources and outside contacts to generate opportunities in banking and investment.
• Develop internal partnerships across business lines to address client needs with precision.
• Uphold a strong risk and controls environment per policy and regulatory guidelines.

Skills

Relationship management

Business development

Client advisory

Strategic planning

Team collaboration

Regulatory compliance

Education

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking an accomplished financial services professional to manage affluent client relationships and drive business development in Private Client services.

You will deliver bespoke financial planning, coordinate with banking and wealth teams, and lead client engagements to meet long-term goals. The role requires extensive licensing, a strong network of high-net-worth referrals, and a proactive, collaborative mindset.