J.P. Morgan Advisors - Relationship Manager - San Francisco, CA

Location: San Francisco, CA, United States

Job Family: Client Advisory

About the Role

At J.P. Morgan Chase, we are seeking a dedicated Relationship Manager to join our J.P. Morgan Advisors team in San Francisco, CA. As a key member of our Client Advisory group, you will play a vital role in supporting our elite Financial Advisors and their high-net-worth clients. This position offers the opportunity to work in one of the most dynamic financial hubs in the world, leveraging J.P. Morgan's global resources to deliver exceptional wealth management services. You will act as the essential liaison between clients and advisors, ensuring seamless execution of personalized financial strategies that align with our commitment to integrity, innovation, and client success in the competitive financial services landscape. In this role, your primary focus will be on fostering strong client relationships while providing operational excellence. You will manage client onboarding, monitor investment portfolios for optimal performance, and coordinate with J.P. Morgan's extensive network of specialists to offer holistic solutions, including estate planning, tax strategies, and alternative investments. By proactively addressing client needs and resolving issues with precision, you will contribute to the growth of our advisory practice in the San Francisco market, where diverse client portfolios demand sophisticated, tailored advice. Compliance with industry regulations will be paramount, ensuring all activities uphold J.P. Morgan Chase's renowned standards of excellence and risk management. We value professionals who thrive in a collaborative, fast-paced environment and are passionate about the financial services industry. This position not only provides exposure to cutting-edge wealth management tools and technologies at J.P. Morgan but also offers significant opportunities for career advancement within our prestigious firm. Join us to make a meaningful impact on clients' financial futures while building your expertise in a supportive, innovative culture that defines J.P. Morgan Advisors.

Key Responsibilities

• Serve as the primary point of contact for Financial Advisors and their clients, managing day-to-day inquiries and service needs
• Coordinate the implementation of client investment strategies, including portfolio reviews and account maintenance
• Collaborate with cross-functional teams at J.P. Morgan Chase to deliver comprehensive wealth management solutions
• Monitor client portfolios for performance and compliance with J.P. Morgan's risk management standards
• Prepare customized financial reports and presentations for client meetings and advisor support
• Assist in onboarding new clients, ensuring seamless integration into J.P. Morgan's advisory services
• Identify opportunities to enhance client relationships and drive business growth within the San Francisco market
• Ensure adherence to all regulatory requirements, including SEC and FINRA guidelines
• Provide administrative support to Financial Advisors, including scheduling and documentation
• Contribute to client retention efforts by proactively addressing service issues and enhancing satisfaction

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 3 years of experience in financial services, client relationship management, or wealth management
• Active Series 7 and Series 66 (or 63 and 65) securities licenses, or ability to obtain within 120 days of hire
• Strong understanding of investment products, financial planning, and regulatory compliance in the wealth management industry
• Proven track record of supporting high-net-worth clients and financial advisors in a client-facing role
• Excellent communication and interpersonal skills with the ability to build trust and rapport
• Proficiency in financial software and CRM systems used in the banking sector

Preferred Qualifications

• Advanced degree such as MBA or CFP certification
• Experience working at a top-tier financial institution like J.P. Morgan Chase
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Bilingual skills, particularly in languages spoken in the San Francisco Bay Area
• Prior experience in supporting ultra-high-net-worth clients with complex financial needs

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Regulatory compliance knowledge (SEC, FINRA)
• Proficiency in Microsoft Office Suite and financial modeling tools
• CRM software expertise (e.g., Salesforce or J.P. Morgan proprietary systems)
• Investment product knowledge (equities, fixed income, alternatives)
• Strong verbal and written communication
• Problem-solving and critical thinking
• Time management and organizational skills
• Attention to detail in financial reporting
• Team collaboration in a high-stakes environment
• Adaptability to dynamic market conditions
• Ethical decision-making in wealth advisory
• Data analysis for client insights
• Presentation and public speaking abilities

Benefits

• Competitive base salary plus performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for certifications like CFP
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• Wellness programs including gym memberships and mental health support
• Relocation assistance for qualifying candidates moving to San Francisco

JP Morgan Chase is an equal opportunity employer.