Chase · 5 months ago
J.P. Morgan Advisors - Relationship Manager, Vice President - New York, NY
1230 Avenue Of The Americas, New York, NY, 10020, US
Full-time
Onsite
Mid, Senior Level
$111K/yr - $157K/yr
5+ years expChase is a leading financial services firm, and they are seeking a Relationship Manager to support Financial Advisors and high-net-worth clients. The Relationship Manager will act as the primary point of contact for clients, implement service models, manage client appreciation activities, and ensure compliance with regulations.
BankingFinancial Services
Responsibilities
Act as the primary point of contact for assigned client relationships, deepen client relationships through getting to know details of client's lives to ensure life milestones are appropriately recognized
Create and implement a proactive service model, ensure central engagement through proper communications, documentation and tracking
Manage client appreciation activities and events, coordinate with numerous teams to ensure timely processing and positive client satisfaction
Perform client reviews on a regular basis in conjunction with or on direction of the Financial Advisor, identify and develop new business opportunities from existing client base
Market and implement complex investment solutions in accordance with High-Net-Worth client’s investment objectives. Attends product rollouts, ideas calls and research meetings to stay current on all JP Morgan Wealth Management products and services
Provides support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite and ensure client meetings are properly prepared for in advance
Ensure compliance with organization policies and applicable regulations, ad Hoc service requests as needed on behalf of the team/clients
Qualification
Required
5 plus years' experience in Financial Services industry
FINRA Series 7 and 66 licenses required
Bachelor's degree required
Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
Proactively identify and delivery appropriate solutions that address the needs of our clients
Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
Highly proficient user of Word, PowerPoint and Excel
Preferred
Able to adapt and stay abreast of changing technology and regulatory policies
Strong ability to build effective relationships
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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