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J.P. Morgan Advisors - Relationship Manager

JPMorgan Chase & Co.

JPMorgan Chase & Co.

Customer Service
San Francisco, CA, USA
Posted on Wednesday, June 5, 2024

Job Description

The Relationship Manager is an essential member of the Financial Advisor’s team. A Relationship Manager works in close partnership with the Financial Advisors and is the primary point of contact for advisors and their high-net-worth clients. The ideal candidate has a strong understanding of the Financial Advisor role and the ability to build strong relationships with clients helping them and their families achieve the financial goals and objectives.

Responsibilities:

  • Act as the primary point of contact for assigned client relationships, deepen client relationships through getting to know details of client's lives to ensure life milestones are appropriately recognized.
  • Create and implement a proactive service model, ensure central engagement through proper communications, documentation and tracking.
  • Manage client appreciation activities and events, coordinate with numerous teams to ensure timely processing and positive client satisfaction.
  • Perform client reviews on a regular basis in conjunction with or on direction of the Financial Advisor, identify and develop new business opportunities from existing client base.
  • Market and implement complex investment solutions in accordance with High-Net-Worth client’s investment objectives. Attends product rollouts, ideas calls and research meetings to stay current on all JP Morgan Wealth Management products and services.
  • Provides support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite and ensure client meetings are properly prepared for in advance.
  • Ensure compliance with organization policies and applicable regulations, ad Hoc service requests as needed on behalf of the team/clients.

Required qualifications, capabilities, and skills:

  • 5 plus years’ experience in Financial Services industry
  • FINRA Series 7 and 66 licenses required
  • Bachelor's degree required
  • Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
  • Proactively identify and delivery appropriate solutions that address the needs of our clients
  • Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
  • Highly proficient user of Word, PowerPoint and Excel

Preferred qualifications, capabilities, and skills:

  • Able to adapt and stay abreast of changing technology and regulatory policies
  • Strong ability to build effective relationships