JPMorgan Private Client Relationship Manager – Walnut Creek, CA
JPMorganChase, Walnut Creek, California, United States, 94598
Overview
Job Description 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. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business.
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—whether short-term, medium-term, or long-term—through a comprehensive and personalized planning approach.
Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services, including 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.
Required Qualifications, Capabilities, And Skills
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, Capabilities, And Skills
Hold a college degree or military equivalent.
The base salary for this position is $150,000 / year. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis.
More details about total compensation and benefits will be provided during the hiring process.
Compliance and About Us Federal Deposit Insurance Act
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase’s review of criminal conviction history, including pretrial diversions or program entries.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on review of criminal history, credit report, information available through NMLS, and other information relevant to determining financial responsibility, good character, and general fitness. Note that any felony conviction within the last seven years will disqualify you. Employment is contingent on compliance with these requirements. Requires NMLS registration; you will be required to register or update your existing registration after start date.
Any information obtained during registration or renewal processes may impact employment. Review your information for accuracy before submitting. Further information about NMLS and registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx
About Us
Chase is a leading financial services firm, helping households and small businesses achieve their financial goals through a broad range of products. We offer a competitive total rewards package including base salary, potential commissions or incentive compensation, and a range of benefits. We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes and provide accommodations as needed. Equal Opportunity Employer/Disability/Veterans.
About The Team
Our Consumer & Community Banking division serves Chase customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead in credit card sales and deposit growth with a strong focus on customer satisfaction.
#J-18808-Ljbffr
Job Description 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. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business.
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—whether short-term, medium-term, or long-term—through a comprehensive and personalized planning approach.
Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services, including 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.
Required Qualifications, Capabilities, And Skills
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, Capabilities, And Skills
Hold a college degree or military equivalent.
The base salary for this position is $150,000 / year. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis.
More details about total compensation and benefits will be provided during the hiring process.
Compliance and About Us Federal Deposit Insurance Act
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase’s review of criminal conviction history, including pretrial diversions or program entries.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on review of criminal history, credit report, information available through NMLS, and other information relevant to determining financial responsibility, good character, and general fitness. Note that any felony conviction within the last seven years will disqualify you. Employment is contingent on compliance with these requirements. Requires NMLS registration; you will be required to register or update your existing registration after start date.
Any information obtained during registration or renewal processes may impact employment. Review your information for accuracy before submitting. Further information about NMLS and registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx
About Us
Chase is a leading financial services firm, helping households and small businesses achieve their financial goals through a broad range of products. We offer a competitive total rewards package including base salary, potential commissions or incentive compensation, and a range of benefits. We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes and provide accommodations as needed. Equal Opportunity Employer/Disability/Veterans.
About The Team
Our Consumer & Community Banking division serves Chase customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead in credit card sales and deposit growth with a strong focus on customer satisfaction.
#J-18808-Ljbffr