Senior Private Client Relationship Manager – High-Net-Worth

JPMorgan Chase & Co.; Walnut Creek (CA); On-site; USD 127,500 - 172,500; Full time

Job summary

JPMorgan Private Client in Walnut Creek seeks a seasoned Relationship Manager to cultivate and deepen client relationships, delivering bespoke financial solutions and guidance. You will work closely with clients to understand their goals and leverage JPMorgan Chase resources for tailored planning.

The role emphasizes proactive business development, in-person consultations, and collaboration across business lines while maintaining stringent risk and compliance standards for high-net-worth clients.

Qualifications

• 10+ years in Financial Services, including affluent or complex relationship management.
• Entrepreneurial spirit, resilience, and prospecting skills.
• Maintain a high-net-worth referral network to develop a new book of business.
• Ability to solve complex financial challenges with holistic planning.
• Team-oriented with ability to deliver bespoke solutions and exceptional service.
• SIE exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements; licenses within 150 days.

Responsibilities

• Cultivate meaningful, enduring client relationships with exceptional service.
• Collaborate with clients to discern needs and craft bespoke solutions.
• Foster and deepen banking and lending relationships and introduce wealth management services.
• Present the JPMorgan Private Client value proposition to attract and nurture relationships.
• Share insights on economy and markets to build trust and business.
• Develop pipeline by acquiring new relationships and leveraging connections.
• Network with referral sources to generate banking and investment opportunities.
• Develop internal partnerships across all business lines to fulfill client needs.
• Uphold risk and controls by adhering to policies and regulatory guidelines.

Skills

Relationship management

Business development

Financial planning

Client service

Networking

Team collaboration

Regulatory compliance

Licensing readiness

Education

Bachelor's degree or military equivalent

Job description

JPMorgan Private Client in Walnut Creek seeks a seasoned Relationship Manager to cultivate and deepen client relationships, delivering bespoke financial solutions and guidance. You will work closely with clients to understand their goals and leverage JPMorgan Chase resources for tailored planning.

The role emphasizes proactive business development, in-person consultations, and collaboration across business lines while maintaining stringent risk and compliance standards for high-net-worth clients.