JPMorganChase
JPMorgan Private Client Relationship Manager – San Francisco, CA
JPMorganChase, San Francisco, California, United States, 94199
Overview At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise.
Increase your chances of an interview by reading the following overview of this role before making an application. Responsibilities
Cultivate meaningful and enduring client relationships, ensuring an exceptional and personalized experience that exceeds expectations. Collaborate with clients to discern their unique needs and aspirations, crafting bespoke solutions and comprehensive planning across short-, medium-, and long-term horizons. Foster and deepen primary banking and lending relationships and facilitate introduction of wealth management services; regularly engage in in-person consultations with prospects and clients at their offices and other locations. Present the JPMorgan Private Client value proposition to attract and nurture client relationships and enhance their overall experience. Share insights on the economy and financial markets to earn clients’ trust and guide strategic decisions. Build a robust pipeline by acquiring new relationships and leveraging connections with potential clients and partners to expand the client base. Network with referral sources and external contacts to generate banking and investment opportunities. Develop internal partnerships across all business lines to address clients’ needs with precision and expertise. Uphold a strong risk and controls environment by adhering to policies, regulatory guidelines, and security measures. Required Qualifications, Capabilities, And Skills
10+ years in Financial Services, including affluent or complex relationship management and business development. Entrepreneurial spirit, resilience, and persistence in prospecting to grow the business. Maintain a high-net-worth referral network and a proven track record in building trusted client relationships. Ability to solve complex financial challenges and present innovative, holistic financial planning solutions. Passion for guiding clients through what matters most and the ability to work collaboratively in a team to deliver bespoke solutions and exceptional client service. Licensing requirements: SIE, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum. Unlicensed applicants must obtain licenses through JPMorgan Chase’s licensing program within 150 days of hire, with study materials and support provided. Preferred Qualifications, Capabilities, And Skills
College degree or military equivalent. Regulatory and Compliance This position is subject to various regulatory requirements, including the Federal Deposit Insurance Act and Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment offers are contingent on criminal history checks, licensing, and compliance with the SAFE Act (NMLS registration). Active employment requires timely registration and renewal updates in NMLS. Details may be found at the official NMLS website. About Us Chase 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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined by role, experience, skill set, and location. Eligible roles may include commission-based pay and/or discretionary incentive compensation, paid in cash or equity. We provide a range of benefits, including comprehensive health care coverage, retirement savings, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Details about total compensation and benefits are provided during the hiring process. We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes. We provide reasonable accommodations for applicants and employees with religious practices or mental/physical disability needs. See our FAQs for accommodation information. About The Team Our Consumer & Community Banking division serves Chase customers with a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We’re proud to lead in multiple areas and to deliver customer-valued digital solutions.
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Increase your chances of an interview by reading the following overview of this role before making an application. Responsibilities
Cultivate meaningful and enduring client relationships, ensuring an exceptional and personalized experience that exceeds expectations. Collaborate with clients to discern their unique needs and aspirations, crafting bespoke solutions and comprehensive planning across short-, medium-, and long-term horizons. Foster and deepen primary banking and lending relationships and facilitate introduction of wealth management services; regularly engage in in-person consultations with prospects and clients at their offices and other locations. Present the JPMorgan Private Client value proposition to attract and nurture client relationships and enhance their overall experience. Share insights on the economy and financial markets to earn clients’ trust and guide strategic decisions. Build a robust pipeline by acquiring new relationships and leveraging connections with potential clients and partners to expand the client base. Network with referral sources and external contacts to generate banking and investment opportunities. Develop internal partnerships across all business lines to address clients’ needs with precision and expertise. Uphold a strong risk and controls environment by adhering to policies, regulatory guidelines, and security measures. Required Qualifications, Capabilities, And Skills
10+ years in Financial Services, including affluent or complex relationship management and business development. Entrepreneurial spirit, resilience, and persistence in prospecting to grow the business. Maintain a high-net-worth referral network and a proven track record in building trusted client relationships. Ability to solve complex financial challenges and present innovative, holistic financial planning solutions. Passion for guiding clients through what matters most and the ability to work collaboratively in a team to deliver bespoke solutions and exceptional client service. Licensing requirements: SIE, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum. Unlicensed applicants must obtain licenses through JPMorgan Chase’s licensing program within 150 days of hire, with study materials and support provided. Preferred Qualifications, Capabilities, And Skills
College degree or military equivalent. Regulatory and Compliance This position is subject to various regulatory requirements, including the Federal Deposit Insurance Act and Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment offers are contingent on criminal history checks, licensing, and compliance with the SAFE Act (NMLS registration). Active employment requires timely registration and renewal updates in NMLS. Details may be found at the official NMLS website. About Us Chase 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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined by role, experience, skill set, and location. Eligible roles may include commission-based pay and/or discretionary incentive compensation, paid in cash or equity. We provide a range of benefits, including comprehensive health care coverage, retirement savings, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Details about total compensation and benefits are provided during the hiring process. We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes. We provide reasonable accommodations for applicants and employees with religious practices or mental/physical disability needs. See our FAQs for accommodation information. About The Team Our Consumer & Community Banking division serves Chase customers with a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We’re proud to lead in multiple areas and to deliver customer-valued digital solutions.
#J-18808-Ljbffr