JPMorgan Private Client Relationship Manager – New York, NY
On-site · New York City, New York, United States
Job Summary
Senior Relationship Manager for JPMorgan Private Client in New York, responsible for acquiring new high-net-worth clients while deepening and maintaining primary banking, lending, and wealth-management relationships. Craft bespoke solutions through holistic financial planning, engage in in-person consultations, collaborate with partners across business lines, present the value proposition to clients, share market insights, build a scalable client pipeline, cultivate referral networks, and uphold risk and compliance standards.
Required Qualifications
- Possess 10+ years in Financial Services, including affluent or complex relationship management and business development.
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