J.P. Morgan Advisors – Relationship Manager

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients’ specific needs.

• Act as the primary point of contact for assigned client relationships, deepen client relationships through getting to know details of client’s lives to ensure life milestones are appropriately recognized.
• Create and implement a proactive service model, ensure central engagement through proper communications, documentation and tracking.
• Manage client appreciation activities and events, coordinate with numerous teams to ensure timely processing and positive client satisfaction.
• Perform client reviews on a regular basis in conjunction with or on direction of the Financial Advisor, identify and develop new business opportunities from existing client base.
• Market and implement complex investment solutions in accordance with High-Net-Worth client’s investment objectives. Attends product rollouts, ideas calls and research meetings to stay current on all JP Morgan Wealth Management products and services.
• Provides support across a diverse suite of products and applications including, but not limited to;
  Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite and ensure client meetings are properly prepared for in advance.
• Ensure compliance with organization policies and applicable regulations, ad Hoc service requests as needed on behalf of the team/clients.

Required qualifications, capabilities, and skills:

• 5 plus years’ experience in Financial Services industry
• FINRA Series 7 and 66 licenses required
• Bachelor’s degree required
• Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
• Proactively identify and delivery appropriate solutions that address the needs of our clients
• Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
• Highly proficient user of Word, PowerPoint and Excel

• Certified Public Accountant designation, or strong experience in accounting services
• Able to adapt and stay abreast of changing technology and regulatory policies
• Strong ability to build effective relationships

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. JPMorgan

Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.

These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during…