The Private Client Relationship Manager role within JPMorganChase's Consumer & Community Banking focuses on building and sustaining high net worth client relationships across banking, lending, and investments through targeted guidance and holistic planning.
Location
Compensation
USD 150,000 per year
Responsibilities
- Develop new and manage existing client relationships, delivering service that consistently exceeds expectations.
- Seek opportunities to deepen primary banking, investments, and lending relationships, regularly conducting in-person meetings with prospects and clients at their places of business and other external locations.
- Network with referral sources and centers of influence beyond the office to generate banking and investment leads.
- Forge robust internal partnerships across all lines of business to address each client's specific needs.
- Ensure proposed solutions align with clients' short, medium, and long term goals through holistic, goals-based planning.
- Strictly comply with risk and control policies, regulatory guidelines, and security measures.
Requirements
- At least five years of financial services or service sales experience, with an established high net worth referral network and strong community presence.
- Proven ability to build trusted relationships and consistently deliver exceptional client experiences.
- Demonstrated success driving sales growth by deepening relationships across multiple product lines and collaborating effectively in a team to deliver client solutions.
- Solid understanding of investments, wealth planning, credit, and banking concepts.
- Licenses required: Series 7 and 66 (or 63 and 65). Unlicensed candidates may be considered but must obtain licenses within 150 days of start date.
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
Federal Deposit Insurance Act
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
Dodd Frank / Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven year
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and re
