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Chase · 2 hours ago

JPMorgan Private Client Relationship Manager – Palo Alto, CA

2100 El Camino Real, Palo Alto, CA, 94306, US

Full-time

Onsite

Senior Level, Lead/Staff

$150K/yr - $150K/yr

10+ years exp

Chase is a leading financial services firm devoted to providing distinguished experiences for affluent clientele. As a Relationship Manager, you will nurture high-net-worth client relationships, offering tailored advice and solutions while actively acquiring new clients and deepening existing relationships.

BankingFinancial Services

Responsibilities

Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations

Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage—whether short-term, medium-term, or long-term—through a comprehensive and personalized planning approach

Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations

Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication

Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance

Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth

Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities

Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise

Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence

Qualification

Financial Services experienceRelationship managementBusiness developmentFinancial planningSecurities Industry EssentialFINRA Series 7FINRA Series 66Entrepreneurial spiritResilienceClient serviceTeam collaboration

Required

Possess 10+ years in Financial Services, including affluent or complex relationship management and business development

Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business

Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships

Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning

Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service

The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided