J.P. Morgan Advisors - Relationship Manager - San Francisco, CA
J.P. Morgan Advisors - Relationship Manager - San Francisco, CA
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
$ 87590 - 132700
1 Vacancy
Job Description
J.P. Morgan Advisors the ultrahigh net worth division of J.P. Morgan Wealth Management offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients specific needs.
As a Relationship Manager within JPMorgan Advisors you will be a vital member of the Financial Advisors team. Your role will involve close collaboration with Financial Advisors acting as the primary liaison for advisors and their affluent clients. Utilizing your indepth knowledge of the Financial Advisor role you will build strong relationships with clients aiding them and their families in achieving their financial aspirations and targets.
Job Responsibilities:
- Act as the primary point of contact for assigned client relationships deepen client relationships through getting to know details of clients 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 HighNetWorth clients investment product rollouts ideas calls and research meetings to stay current on all JP MorganWealth 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 regulationsad 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
- Bachelors degree required
- Proven ability to be a selfstarter act as an endtoend owner of tasks and work independently in a fastpaced 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:
- Certified Public Accountant designation or strong experience in accounting services
- Able to adapt and stay abreast of changing technology and regulatory policies
- Strong ability to build effective relationships
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such an employment offer for this position is contingent on JPMorganChases review of criminal conviction history including pretrial diversions or program entries.
Required Experience:
Manager
Employment Type
Full-Time
