Senior Private Client Relationship Manager

Next Frontier Capital; United States; On-site; USD 135,000 - 165,000; Full time

Job summary

JPMorgan Chase is seeking a Vice President Relationship Manager for JPMorgan Private Client in the United States. You will build trusted relationships through deep discovery and tailored solutions while growing your business through proactive prospecting and strong partnerships.

The role demands 5+ years in financial services, an entrepreneurial mindset, and the ability to develop a new book of business with high net-worth clients.

Qualifications

• 5+ years in financial services, including affluent or complex relationship management.
• Entrepreneurial spirit with prospecting efforts to expand business.
• Maintain a high-net-worth referral network to develop a new book of business.
• Solve complex financial challenges with holistic financial planning.
• Collaborative team player delivering bespoke client solutions.
• SIE, Series 7, and Series 66 (or 63/65) licenses; licensing within 150 days.

Responsibilities

• Cultivate meaningful and enduring relationships with clients, ensuring exceptional and personalized experiences.
• Collaborate with clients to discern needs and build bespoke solutions across short-, mid-, and long-term goals.
• Foster long-term banking and lending relationships and facilitate introductions to wealth management services.
• Present JPMorgan Private Client value proposition to attract and nurture relationships.
• Share insights on economy and markets to build trust and business.
• Develop a robust pipeline by acquiring new relationships and expanding client base.
• Network with referral sources and external contacts to generate opportunities.
• Develop internal partnerships across business lines to meet client needs with precision.
• Uphold strict risk and controls per policies and regulatory guidelines.

Skills

Financial services experience

Relationship management

Business development

Networking

Regulatory compliance

Education

College degree

Job description

JPMorgan Chase is seeking a Vice President Relationship Manager for JPMorgan Private Client in the United States. You will build trusted relationships through deep discovery and tailored solutions while growing your business through proactive prospecting and strong partnerships.

The role demands 5+ years in financial services, an entrepreneurial mindset, and the ability to develop a new book of business with high net-worth clients.