JPMorganChase · 9 hours ago
JPMorgan Private Client Relationship Manager – Del Mar, CA
2770 Via De La Valle Ln, Del Mar, CA, 92014, US
Full-time
Onsite
Senior Level, Lead/Staff
$150K/yr - $150K/yr
10+ years expJPMorganChase is a leading financial services firm dedicated to providing exceptional experiences for affluent clients. In this role, you will develop and nurture high-net-worth client relationships, offering tailored financial solutions and advice while collaborating with various business lines to enhance client satisfaction and drive business growth.
Asset ManagementBankingFinancial 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
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
Preferred
Hold a college degree or military equivalent
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2025-12-19
2025-12-12
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