J.P. Morgan Advisors - Relationship Manager - Dallas, TX
J.P. Morgan Advisors - Relationship Manager - Dallas, TX
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Job Description
The Relationship Manager is an essential member of the Financial Advisors team. A Relationship Manager works in close partnership with the Financial Advisor(s) 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 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 High-Net-Worth clients investment objectives.Attends 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 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
Required Experience:
Manager
Employment Type
Full-Time
