JPMorgan Private Client Relationship Manager NY

Overview

Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates.

You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan

Chase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorgan

Chase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.

• Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
• Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
• Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
• Develop strong internal partnerships across all lines of business in order to best meet client s specific needs
• Ensure that proposed solutions fulfill clients  needs and objectives in the short, medium and long term through a holistic goals-based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

• 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 driving sales growth by focusing on deepening relationship across multiple product lines and an 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 150 days of start date

• A bachelor s degree
• Experience cultivating relationships through delivering Home or Business lending needs

This role is located in New York, NY and will report in the office.
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.

FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. 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. The offer is contingent on JPMorgan

Chase s review of criminal history, credit report, information available through NMLS, and other information relevant to determine financial responsibility and fitness. Note that any felony conviction within the last seven years will disqualify you. Employment contigent upon compliance with these requirements. This role requires NMLS registration under the SAFE Act. Upon active employment you will need to register or update registration to reflect employment with JPMorgan Chase.

Continued employment is contingent on…