Senior Private Client Wealth Relationship Manager

JPMorganChase; Walnut Creek (CA); On-site; USD 127,500 - 172,500; Full time

Job summary

JPMorgan Chase & Co. in Walnut Creek, CA seeks an experienced Private Client relationship manager to cultivate affluent client relationships and deliver bespoke financial planning and wealth management guidance.

You will build a durable new business book, collaborate across teams, and uphold risk controls while providing high-touch service. Licenses SIE, Series 7, and 66 (or 63/65) are required or must be obtained within 150 days of hire.

Qualifications

• 10+ years in Financial Services, including affluent or complex relationship management.
• Entrepreneurial spirit, resilience and persistence in prospecting.
• High-net-worth referral network to develop a new book of business.

Responsibilities

• Cultivate meaningful client relationships and provide personalized experiences.
• Collaborate with clients to discern needs and craft bespoke financial planning.
• Foster primary banking, lending, and wealth management relationships with in-person meetings.
• Present JPMorgan Private Client value proposition to attract and nurture relationships.
• Share market insights to build trust and strategic guidance.
• Develop a pipeline by connecting with prospects and referral sources.
• Build internal partnerships to meet clients' needs with precision and expertise.
• Uphold risk and controls by following policies and regulatory requirements.

Skills

Relationship management

Prospecting

Networking

Financial planning

Regulatory compliance

Education

College degree or military equivalent

Licensing: SIE, Series 7 & 66

Job description

JPMorgan Chase & Co. in Walnut Creek, CA seeks an experienced Private Client relationship manager to cultivate affluent client relationships and deliver bespoke financial planning and wealth management guidance.

You will build a durable new business book, collaborate across teams, and uphold risk controls while providing high-touch service. Licenses SIE, Series 7, and 66 (or 63/65) are required or must be obtained within 150 days of hire.