JPMorgan Private Client Relationship Manager – Del Mar, CA
$150,000–$150,000 year
On-site · Del Mar, California, United States
Job Summary
Relationship Manager for JPMorgan Private Client: cultivate and nurture high-net-worth client relationships, understand clients’ aspirations, and deliver bespoke wealth-management solutions. Partner across business lines, acquire new clients while deepening existing relationships, conduct in-person consultations at clients’ places of business and other locations, present JPMorgan Private Client value proposition, share market insights, build a robust pipeline through networking and referrals, collaborate internally to address clients’ needs with precision, and maintain a strong risk and controls environment in line with policies and regulatory guidelines.
Required Qualifications
- 10+ years in Financial Services including affluent or complex relationship management and business development
- The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements
- All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 150 days of hire, with study materials and support provided
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