JPMorgan Private Client Relationship Manager – La Jolla / San Diego, CA - JPMorganChase : Job Details

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Job Description

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 JPMorganChase capabilities addressing the client's full financial picture. You will collaborate with partners across various lines of business within JPMorganChase, 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.

Job Responsibilities

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 to best meet client 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

Required Qualifications, Capabilities, And Skills

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 relationships 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

Preferred Qualifications, Capabilities, And Skills

A bachelor's degree

Experience cultivating relationships through delivering Home or Business lending needs

This role is located in San Diego, CA 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.

Additional Regulatory and Licensing Information

This position is subject to various legal and regulatory requirements, including review of criminal conviction history, credit reports, and registration with the NMLS. Continued employment is contingent upon compliance with these requirements.

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, and benefits such as health care, retirement plans, and more. We are committed to diversity and inclusion, and we do not discriminate on any protected attributes.

About The Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing.

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