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JPMorgan Chase4 months ago

JPMorgan Private Client Relationship Manager - Bellevue, WA

On-site · Bellevue, Washington, United States

Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking

Job Summary

Bellevue, WA-based Private Client Relationship Manager role within JPMorgan Chase's Consumer and Community Banking. Responsible for developing and managing high-net-worth client relationships across banking, lending, and investments, delivering targeted advice, and creating holistic financial solutions. Duties include in-person client calls at client locations, cultivating long-term primary banking, investments and lending relationships, partnering with internal lines of business, ensuring alignment with risk controls and regulatory requirements, and driving growth through a referral network and cross-team collaboration. Licensing requirements include Series 7 and 66 (or 63 and 65) with licensing target within 150 days, and NMLS registration under the SAFE Act; bachelor’s degree preferred. The role emphasizes relationship-building, client service, and financial solution delivery in a Bellevue-based office with incentive compensation details discussed during hiring.

Required Qualifications

  • A minimum of five years of financial services or service sales experience
  • 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
  • NMLS registration under the SAFE Act of 2008; must comply with SAFE Act requirements and related background checks
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JPMorgan Chase

JPMorgan Private Client Relationship Manager - Bellevue, WA

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