Wealth Relationship Manager – Private Clients

Testing Site - JPMC; Portland (OR); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Incentive compensation plan (bi-annual

Office in Portland, OR

Job summary

JPMorgan Chase in Portland, OR is seeking a Relationship Manager to manage and grow client relationships across banking, lending, and investments. You will deliver targeted advice, understand client needs, and provide holistic solutions within a local team.

The role emphasizes building trust, coordinating with partners across lines of business, and maintaining compliance with risk and regulatory policies. A base salary plus an incentive program is offered in this office-based role.

Qualifications

• A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence.
• Proven trusted relationship builder with a track record of delivering an exceptional client experience.
• Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients.
• Demonstrated understanding of investments, wealth planning, credit and banking concepts.
• Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date.

Responsibilities

• Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
• Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
• Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
• Develop strong internal partnerships across all lines of business in order to best meet client’s specific needs
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Skills

Relationship management

Sales growth

Team collaboration

Investments knowledge

Regulatory compliance

Education

Bachelor's degree

Job description

JPMorgan Chase in Portland, OR is seeking a Relationship Manager to manage and grow client relationships across banking, lending, and investments. You will deliver targeted advice, understand client needs, and provide holistic solutions within a local team.

The role emphasizes building trust, coordinating with partners across lines of business, and maintaining compliance with risk and regulatory policies. A base salary plus an incentive program is offered in this office-based role.