Senior Relationship Manager, Private Banking & Wealth

JPMorgan Chase & Co.; Palo Alto (CA); On-site; USD 140,000 - 190,000; Full time

Job summary

JPMorgan Private Client in Palo Alto seeks a Vice President Relationship Manager to grow a high-net-worth client book through deep discovery, tailored solutions, and proactive prospecting. You will cultivate enduring client relationships, collaborate closely to craft bespoke plans, and expand banking, lending, and wealth management partnerships.

You will deliver the full JPMorgan Private Client value proposition, share market insights, and maintain a strong pipeline via networking and internal

Qualifications

• 5+ years in Financial Services, including affluent or complex relationship management and business development.
• Demonstrate 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 planning.
• Demonstrate a passion for guiding clients and ability to work collaboratively to deliver bespoke solutions and exceptional service.
• The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements; unlicensed applicants must obtain licenses within 150 days.

Responsibilities

• Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience.
• Collaborate with clients to discern needs and craft bespoke solutions for short-, medium-, or long-term goals.
• Foster and deepen banking, lending, and wealth relationships and facilitate introductions to wealth management services.
• Present JPMorgan Private Client value proposition to attract and nurture client relationships.
• Share insights on the economy and markets to earn trust and guide client decisions.
• Build a robust pipeline by acquiring new relationships and leveraging connections to expand client base.
• Network with referral sources and external contacts to generate banking and investment opportunities.
• Develop internal partnerships across all business lines to address clients' needs with precision.
• Uphold a strong risk and controls environment by adhering to policies and regulatory guidelines.

Skills

Financial services

Business development

Networking

Financial planning

Team collaboration

Education

Bachelor's degree or military equivalent

Job description

JPMorgan Private Client in Palo Alto seeks a Vice President Relationship Manager to grow a high-net-worth client book through deep discovery, tailored solutions, and proactive prospecting. You will cultivate enduring client relationships, collaborate closely to craft bespoke plans, and expand banking, lending, and wealth management partnerships.

You will deliver the full JPMorgan Private Client value proposition, share market insights, and maintain a strong pipeline via networking and internal