JPMorgan Private Client Relationship Manager

@ JPMorganChase

Job Overview

The JPMorgan Private Client Relationship Manager role is dedicated to building and maintaining high-net-worth client relationships across banking, lending, and investments. You will manage relationships, understand client needs, and deliver targeted advice to provide exceptional client experiences.

Key Responsibilities

• Develop and manage new and existing client relationships.
• Conduct in-person meetings and external client calls.
• Network with referral sources to generate leads.
• Collaborate with internal teams to deliver tailored solutions.
• Ensure adherence to risk, control policies, and regulatory guidelines.

Qualifications & Skills

A minimum of five years financial services or service sales experience, with an established high net worth referral network, is required. Candidates must have a strong community presence and proven track record in relationship building. Financial services knowledge including investments, wealth planning, credit, and banking concepts is essential.

Licensing Requirements

Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates must obtain licenses within 150 days of start date.

Additional Information

This role is based in the Los Angeles, CA area and involves office reporting. It is subject to federal regulations, including the Federal Deposit Insurance Act, Dodd Frank/Truth in Lending Act, and SAFE Act requirements.

Key Skills/Competency

• Client Relationship
• Banking
• Lending
• Investments
• Wealth Planning
• Risk Management
• Compliance
• Networking
• Team Collaboration
• Financial Advisory