Private Client Relationship Manager San Diego, CA

$150,000 - $150,000/Yr

JPMorgan Chase - San Diego, CA

Full-time - Senior

San Diego, CA

Credit Intermediation and Related Activities

About the position

The Private Client Relationship Manager at JPMorgan Chase is responsible for building and maintaining high-net-worth client relationships across banking, lending, and investments. This role focuses on understanding client needs, providing targeted advice, and delivering exceptional service to help clients explore their financial possibilities. The manager will collaborate with various business lines within the bank to ensure comprehensive financial solutions are provided to clients.

Responsibilities

• Develop new and manage existing client relationships, providing exceptional service that exceeds expectations.
• Cultivate and deepen long-term primary banking, investments, and lending relationships through regular in-person calls with clients.
• Network and build strong relationships with referral sources and other centers of influence to generate banking and investment leads.
• Develop strong internal partnerships across all lines of business to best meet clients' specific needs.
• Ensure proposed solutions fulfill clients' needs and objectives through a holistic goals-based planning approach.
• Adhere to all risk and control policies, regulatory guidelines, and security measures.

Requirements

• 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 relationships across multiple product lines.
• 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 120 days of start date.

Nice-to-haves

• A bachelor's degree.
• Experience cultivating relationships through delivering Home or Business lending needs.

Benefits

• Health insurance
• Tuition reimbursement
• Retirement plan