JPMorganChase · 2 days ago
J.P. Morgan Advisors - Relationship Manager, Vice President - New York, NY
New York, NY
Full-time
Onsite
Mid, Senior Level
$111K/yr - $157K/yr
5+ years expJPMorganChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. The Relationship Manager is an essential member of the Financial Advisor’s team, acting as the primary point of contact for high-net-worth clients and working closely with Financial Advisors to deepen client relationships and implement investment solutions.
Asset ManagementBankingFinancial 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
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
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