J.P. Morgan Advisors – Relationship Manager
| Company | JP Morgan Chase |
|---|---|
| Location | San Francisco, CA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- 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
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.
Preferred Qualifications
- 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