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Chase · 2 months ago

JPMorgan Private Client Relationship Manager - Bellevue, WA

10885 Ne 4th St, Bellevue, WA, 98004, US

Full-time

Onsite

Senior Level

5+ years exp

Chase is a leading financial institution, and they are seeking a Private Client Relationship Manager to build and maintain high-net-worth client relationships. The role involves providing exceptional service, developing tailored financial solutions, and collaborating with various business partners to address clients' comprehensive financial needs.

BankingFinancial Services

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

Qualification

Financial services experienceHigh net worth networkInvestment knowledgeRelationship buildingSales growthWealth planningCredit conceptsBanking conceptsClient experienceHome lendingBusiness lendingBachelor's degreeSeries 7 licenseSeries 66 licenseNMLS registrationTeam collaboration

Required

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