Senior Private Wealth Relationship Executive

JPMorgan Chase; Boston (MA); On-site; USD 135,000 - 165,000; Full time

Job summary

JPMorgan Chase in Boston seeks a seasoned Relationship Manager for JPMorgan Private Client. You will nurture high-net-worth client relationships, understand their aspirations, and offer bespoke wealth solutions with cross-line collaboration across the firm.

You will grow the client book through proactive prospecting, in-person meetings, and delivering exceptional service while maintaining rigorous risk and compliance standards.

Qualifications

• 10+ years in Financial Services, including affluent or complex relationship management and business development.
• Entrepreneurial spirit, resilience, and persistence in prospecting efforts 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 financial planning.
• Demonstrate a passion for guiding clients through what matters most and the ability to work collaboratively in a team to deliver bespoke solutions and exceptional client service.
• SIE exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements; licenses via JPM's licensing program within 150 days.

Responsibilities

• Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional, personalized experience.
• Collaborate with clients to discern needs and aspirations, crafting bespoke solutions for short-, mid-, and long-term goals.
• Foster long-term primary banking and lending relationships and introduce wealth management services through in-person consultations.
• Present the JPMorgan Private Client value proposition to attract and nurture relationships.
• Share insights on the economy and markets to earn trust and business through informed guidance.
• Build a robust pipeline by acquiring new relationships and expanding client base.
• Network with referral sources and external contacts to generate banking and investment opportunities.
• Develop internal partnerships across business lines to address client needs with precision.
• Uphold strong risk and controls by adhering to policies and regulatory guidelines.

Skills

Relationship management

Business development

Networking

Financial planning

Team collaboration

Education

Bachelor's degree or higher

Job description

JPMorgan Chase in Boston seeks a seasoned Relationship Manager for JPMorgan Private Client. You will nurture high-net-worth client relationships, understand their aspirations, and offer bespoke wealth solutions with cross-line collaboration across the firm.

You will grow the client book through proactive prospecting, in-person meetings, and delivering exceptional service while maintaining rigorous risk and compliance standards.