UHNW Private Wealth Advisor — Strategic Client Relationships

Aumni; Worcester (MA); On-site; USD 150,000 - 190,000; Full time

Job summary

J.P. Morgan is seeking a seasoned Wealth Manager to deepen client relationships and deliver tailored investment solutions across asset classes.

You will partner with product specialists to propose and execute strategies aligned with client objectives, while maintaining the highest standards of integrity and risk management. The role emphasizes onboarding, ongoing relationship management, and proactive opportunities for growth within the Private Banking and Asset & Wealth Management framework.

Qualifications

• Bachelor’s degree or equivalent, with at least 12 years in wealth management and client/stakeholder management.
• Strong communication skills (oral and written), with ability to engage and influence clients and internal partners.
• Demonstrated organizational and prioritization skills, operating with integrity and risk awareness.
• Collaborative team player, comfortable working across diverse business functions and reporting to senior management.

Responsibilities

• Develop, manage, and deepen long-term client relationships through networks and exceptional service across wealth management.
• Partner with product specialists and internal teams to propose, execute, and deliver tailored investment and wealth solutions.
• Serve as trusted advisor, providing market insights, portfolio updates, and opportunities across asset classes; identify new business opportunities.
• Ensure seamless client onboarding and ongoing relationship management, including KYC updates, suitability assessments, and meeting coordination.
• Collaborate with cross-functional teams to ensure regulatory compliance, risk management, and internal policies.
• Monitor and report on client portfolios, AUM, and revenue using internal systems for data-driven decisions.
• Drive growth by expanding client base through networking, cross-selling, and holistic family wealth management.

Skills

Client relationship management

Communication skills

Organizational skills

Team collaboration

Education

Bachelor’s degree in finance or related field

Job description

J.P. Morgan is seeking a seasoned Wealth Manager to deepen client relationships and deliver tailored investment solutions across asset classes.

You will partner with product specialists to propose and execute strategies aligned with client objectives, while maintaining the highest standards of integrity and risk management. The role emphasizes onboarding, ongoing relationship management, and proactive opportunities for growth within the Private Banking and Asset & Wealth Management framework.