JPMorganChase
JPMorgan Private Client Relationship Manager – La Jolla, CA
JPMorganChase, San Diego, California, United States, 92189
Overview
JPMorgan Private Client Relationship Manager – La Jolla, CA. 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. 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 through a comprehensive and personalized planning approach. Foster and deepen long-term primary banking and lending relationships and facilitate the introduction of wealth management services, including regular 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. Qualifications
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 Qualifications
Hold a college degree or military equivalent. Regulatory/Compliance
Federal Deposit Insurance Act requires that this position is subject to Section 19 of the FDIC. A employment offer is contingent on JPMorgan Chase’s review of criminal conviction history and related checks. The role is also subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators, including review of criminal history, credit report, NMLS information, and other factors to determine financial responsibility and fitness. Active employment requires NMLS registration under the SAFE Act, with ongoing renewal and updates. 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, potential commissions or discretionary incentives, and a range of benefits based on eligibility. Details about compensation and benefits will be provided during the hiring process. We are an equal opportunity employer and value diversity and inclusion. Reasonable accommodations are provided for applicants and employees with religious practices, mental health, or disability needs. Employment Details
Seniority level: Not Applicable Employment type: Full-time Job function: Finance and Sales
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JPMorgan Private Client Relationship Manager – La Jolla, CA. 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. 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 through a comprehensive and personalized planning approach. Foster and deepen long-term primary banking and lending relationships and facilitate the introduction of wealth management services, including regular 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. Qualifications
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 Qualifications
Hold a college degree or military equivalent. Regulatory/Compliance
Federal Deposit Insurance Act requires that this position is subject to Section 19 of the FDIC. A employment offer is contingent on JPMorgan Chase’s review of criminal conviction history and related checks. The role is also subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators, including review of criminal history, credit report, NMLS information, and other factors to determine financial responsibility and fitness. Active employment requires NMLS registration under the SAFE Act, with ongoing renewal and updates. 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, potential commissions or discretionary incentives, and a range of benefits based on eligibility. Details about compensation and benefits will be provided during the hiring process. We are an equal opportunity employer and value diversity and inclusion. Reasonable accommodations are provided for applicants and employees with religious practices, mental health, or disability needs. Employment Details
Seniority level: Not Applicable Employment type: Full-time Job function: Finance and Sales
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