JPMorgan Chase - San Diego, CA
posted 2 months ago
Full-time
San Diego, CA
Credit Intermediation and Related Activities
About the position
The Private Client Relationship Manager role at JPMorgan Chase focuses on building and maintaining high-net-worth client relationships across banking, lending, and investments. The position emphasizes earning client trust, understanding their needs, and providing tailored financial solutions to enhance their wealth management experience. This role requires collaboration with various business lines within the bank to ensure comprehensive service delivery and client satisfaction.
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 and prospects.
- Network and build strong relationships with referral sources and centers of influence to generate banking and investment leads.
- Develop strong internal partnerships across all lines of business to 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 in driving sales growth by deepening relationships across multiple product lines.
- 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 120 days of start date.
Nice-to-haves
- A bachelor's degree.
- Experience cultivating relationships through delivering Home or Business lending needs.
