Senior Private Wealth Relationship Manager

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 150,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Relationship Manager in San Francisco, CA to nurture high-net-worth client relationships and expand a bespoke financial planning offering.

The role involves in-person client meetings, cross-sell across banking and wealth management, and active new client acquisition. Applicants should have a strong track record in financial services, an entrepreneurial approach, and the capability to operate within a regulated environment.

Qualifications

• Strong relationship-building skills and ability to cultivate high-net-worth client networks.
• Entrepreneurial mindset with persistence in prospecting and growth.
• Ability to present bespoke financial solutions and advise across planning horizons.

Responsibilities

• Cultivate meaningful relationships with clients to deliver personalized experiences.
• Collaborate with clients to understand needs and craft bespoke financial solutions.
• Develop and deepen primary banking and lending relationships and introduce wealth management services.
• Present JPMorgan Private Client value proposition to attract and nurture client relationships.
• Share insights on the economy and markets to build trust and business.

Skills

Relationship management

Networking

Sales/Business development

Education

Bachelor's degree or higher

Job description

JPMorgan Chase & Co. is seeking a Private Client Relationship Manager in San Francisco, CA to nurture high-net-worth client relationships and expand a bespoke financial planning offering.

The role involves in-person client meetings, cross-sell across banking and wealth management, and active new client acquisition. Applicants should have a strong track record in financial services, an entrepreneurial approach, and the capability to operate within a regulated environment.