JPMorgan Private Client Relationship Manager - Portland, OR
On-site · Portland, Oregon, United States
Job Summary
Develop and manage high-net-worth client relationships across banking, lending, and investments. Conduct in-person calls with prospects and clients at their places of business and other external locations. Build strong internal partnerships across lines of business to meet clients' needs. Provide holistic, goals-based planning and ensure solutions align with client objectives while adhering to risk and regulatory policies. Demonstrates a trusted relationship-building approach, with experience across investments, wealth planning, credit, and banking concepts, and a collaborative, team-oriented mindset.
Required Qualifications
- Series 7 and 66 (or 63 and 65) licenses; must obtain within 150 days of start date
- NMLS registration under SAFE Act; required to register and maintain renewal
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