JPMorgan Private Client Relationship Manager - Bellevue, WA

Location: Bellevue, WA, United States

Job Family: Relationship Manager

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. We're proud to be a Fortune 500 company and one of the largest banks in the United States. As a Private Client Relationship Manager in our Bellevue, WA branch, you will play a pivotal role in delivering exceptional wealth management services to affluent clients. This position offers the opportunity to leverage JPMorgan's vast resources, including cutting-edge investment tools and a network of experts, to help clients achieve their financial aspirations in a dynamic Pacific Northwest market. In this role, you will focus on cultivating long-term relationships with high-net-worth individuals, providing tailored advice on investments, retirement planning, estate strategies, and lending solutions. You'll collaborate with cross-functional teams to offer comprehensive services, from customized portfolios to access to exclusive JPMorgan research and global opportunities. Success in this position requires a client-centric approach, where you'll proactively identify needs, mitigate risks, and drive growth through referrals and community engagement in the vibrant Bellevue area. We value integrity, innovation, and excellence at JPMorgan Chase, and this role embodies those principles by ensuring every client interaction upholds our commitment to trust and superior service. Join a supportive team environment with robust training and career advancement paths, contributing to the firm's mission of empowering clients to reach their full potential while advancing your own professional journey in financial services.

Key Responsibilities

• Build and maintain a portfolio of affluent client relationships by providing personalized financial advice and solutions
• Identify client needs and recommend appropriate JPMorgan Chase investment, lending, and banking products
• Conduct regular client meetings to review portfolios, assess financial goals, and adjust strategies as needed
• Collaborate with branch teams, including bankers and specialists, to deliver holistic wealth management services
• Prospect for new clients through referrals, networking events, and community involvement in Bellevue, WA
• Ensure compliance with regulatory requirements and JPMorgan Chase policies in all client interactions
• Monitor market trends and economic conditions to provide timely insights to clients
• Drive business growth by achieving individual and team performance metrics
• Educate clients on digital tools and platforms for seamless banking and investment management
• Participate in ongoing professional development to stay current with industry best practices

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 5 years of experience in financial services, wealth management, or client relationship management
• Active Series 7 and Series 66 (or equivalent) securities licenses
• Proven track record of managing affluent client portfolios and achieving sales targets
• Strong understanding of investment products, banking services, and financial planning
• Excellent communication and interpersonal skills for building client trust
• Ability to work in a fast-paced, branch-based environment in Bellevue, WA

Preferred Qualifications

• Advanced degree such as MBA or CFP certification
• Experience with high-net-worth individuals and estate planning
• Familiarity with JPMorgan Chase's proprietary tools and platforms
• Bilingual proficiency in English and another language spoken in the Bellevue community
• Previous leadership experience in mentoring junior advisors

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Investment product knowledge (stocks, bonds, mutual funds)
• Regulatory compliance and risk management
• Sales and business development
• Active listening and empathy
• Problem-solving and decision-making
• Proficiency in financial software like Bloomberg or JPMorgan tools
• Presentation and public speaking
• Time management and organization
• Team collaboration and leadership
• Market research and economic analysis
• Digital literacy for client platforms
• Negotiation and conflict resolution
• Adaptability to changing financial regulations

Benefits

• Competitive base salary plus uncapped performance-based incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for certifications
• Employee stock purchase plan and access to financial wellness resources
• On-site fitness centers and wellness programs at select locations
• Flexible work arrangements and commuter benefits for Bellevue, WA employees

JP Morgan Chase is an equal opportunity employer.