Senior Private Wealth Relationship Manager

Next Frontier Capital; Portland (OR); On-site; USD 120,000 - 210,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Equal opportunity employer

Job summary

JPMorgan Private Client in Portland seeks an experienced Relationship Manager to grow and deepen high-net-worth client relationships. You will earn trust, understand client goals, and offer bespoke financial solutions across a broad set of JPMorgan Chase capabilities.

You will proactively acquire new clients, while maintaining exceptional client service and collaborating with partners across business lines. Compliance with risk and regulatory requirements is essential.

Qualifications

• 10+ years in Financial Services, including affluent or complex relationship management and business development.

Responsibilities

• Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience.
• Collaborate with clients to discern needs and aspirations, crafting bespoke solutions and comprehensive planning.
• Foster long-term banking and lending relationships and facilitate introductions to wealth management services.
• Present JPMorgan Private Client value proposition and attract new client relationships.
• Share insights on the economy and markets to earn client trust and business.
• Build a robust pipeline by acquiring new relationships and connecting with prospects and partners.
• Network with referral sources to generate banking and investment opportunities.
• Develop internal partnerships across business lines to meet client needs.
• Uphold risk and controls by adhering to policies and security measures.

Skills

Relationship management

Business development

Team collaboration

Networking

Financial acumen

Education

Bachelor's degree or military equivalent

Job description

JPMorgan Private Client in Portland seeks an experienced Relationship Manager to grow and deepen high-net-worth client relationships. You will earn trust, understand client goals, and offer bespoke financial solutions across a broad set of JPMorgan Chase capabilities.

You will proactively acquire new clients, while maintaining exceptional client service and collaborating with partners across business lines. Compliance with risk and regulatory requirements is essential.