Senior Private Wealth Advisor

JPMorgan Chase & Co.; Irvine (CA); On-site; USD 150,000 - 195,000; Full time

Job summary

JPMorgan Private Client is seeking a Relationship Manager to nurture high-net-worth client relationships, delivering bespoke planning and wealth solutions with a strong emphasis on trust, collaboration, and risk awareness.

The role involves proactive client acquisition, in-person consultations, and close coordination with cross‑business partners to expand the client base and provide sophisticated banking and investment guidance.

Qualifications

• 10+ years in Financial Services, including affluent or complex relationship management and business development.
• Entrepreneurial spirit, resilience, and persistence in prospecting to grow the book of business.
• Maintain a high-net-worth referral network to develop new client relationships.
• Solve complex financial challenges with holistic financial planning.
• Collaborate in a team to deliver bespoke client solutions and service.

Responsibilities

• Cultivate meaningful, enduring client relationships with a personalized experience.
• Discern client needs and craft bespoke solutions across short-, mid-, and long-term horizons.
• Foster long-term banking and lending relationships and introduce wealth management services; conduct in-person consultations.
• Present JPMorgan Private Client value proposition to attract and nurture relationships.
• Share market insights to earn trust and business through informed guidance.
• Build a robust pipeline by acquiring new relationships and leveraging connections.
• Network with referral sources outside the office to generate opportunities.
• Develop internal partnerships across lines to address client needs with precision.
• Uphold strong risk and control environments by following all policies and regulatory guidelines.

Skills

Entrepreneurial spirit

Resilience

Persistence

Team collaboration

Client relationship building

Education

College degree

Job description

JPMorgan Private Client is seeking a Relationship Manager to nurture high-net-worth client relationships, delivering bespoke planning and wealth solutions with a strong emphasis on trust, collaboration, and risk awareness.

The role involves proactive client acquisition, in-person consultations, and close coordination with cross‑business partners to expand the client base and provide sophisticated banking and investment guidance.