JPMorgan Private Client Relationship Manager – Boston, MA

Location: Boston, MA, United States

Job Family: Relationship Manager

About the Role

At JPMorgan Chase, we are seeking a dedicated Private Client Relationship Manager to join our Boston, MA team. As a key member of our Private Bank, you will embody our commitment to delivering extraordinary client experiences, fostering trust, and providing unparalleled hospitality in wealth management. This role is ideal for a seasoned professional passionate about helping high-net-worth individuals achieve their financial goals through tailored solutions in investments, lending, and holistic planning. Based in the vibrant Boston market, you will leverage JPMorgan's global resources to serve affluent clients in one of the nation's premier financial hubs. In this position, you will act as the primary advisor to private clients, conducting in-depth needs assessments and crafting bespoke strategies that align with their unique objectives, whether for wealth preservation, growth, or legacy planning. You will collaborate seamlessly with cross-functional teams, including investment strategists and credit specialists, to offer comprehensive services under the JPMorgan Chase umbrella. Driving new business development through networking and referrals will be central, as you aim to expand our client base while ensuring existing relationships thrive amid evolving market dynamics. Compliance and ethical standards are paramount, reflecting our firm's reputation for integrity in the financial services industry. What sets this role apart is the opportunity to contribute to JPMorgan Chase's legacy of innovation and client excellence. You will have access to cutting-edge tools, ongoing training, and a supportive culture that values work-life balance and professional growth. If you are a results-oriented leader with a deep understanding of the financial landscape and a genuine dedication to client success, join us in redefining private banking in Boston.

Key Responsibilities

• Build and maintain long-term relationships with high-net-worth private clients, delivering personalized financial advice and solutions
• Identify client needs through comprehensive financial planning, including investment strategies, estate planning, and lending options
• Collaborate with JPMorgan Chase specialists in investments, lending, and philanthropy to provide holistic wealth management services
• Drive business growth by prospecting new clients, cross-selling banking and investment products, and achieving revenue goals
• Conduct regular portfolio reviews and performance analyses to ensure alignment with client objectives and risk tolerance
• Ensure compliance with regulatory requirements, including FINRA and SEC guidelines, while maintaining the highest standards of client confidentiality
• Represent JPMorgan Chase at client events, networking functions, and community initiatives in the Boston area
• Mentor and support junior team members to foster a culture of excellence and client service
• Monitor market trends and economic developments to provide timely insights and recommendations to clients
• Utilize CRM systems and JPMorgan's digital tools to track client interactions and optimize service delivery

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, 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, or ability to obtain within 120 days of hire
• Proven track record of managing high-net-worth client portfolios and achieving sales targets
• Strong understanding of investment products, banking services, and financial planning
• Excellent communication and interpersonal skills with a client-centric approach
• Ability to thrive in a fast-paced, high-stakes environment

Preferred Qualifications

• Advanced degree (MBA or Master's in Finance) or certifications such as CFP or CFA
• Experience working with ultra-high-net-worth individuals in a private banking setting
• Familiarity with JPMorgan Chase's proprietary tools and platforms for wealth management
• Bilingual proficiency, particularly in languages spoken in the Boston metropolitan area
• Prior leadership experience in mentoring junior advisors or team coordination

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (equities, fixed income, alternatives)
• Client relationship building and retention
• Sales and business development
• Regulatory compliance and risk management
• Strategic financial planning
• Communication (verbal and written)
• Problem-solving and decision-making
• Active listening and empathy
• Time management and organization
• Proficiency in Microsoft Office and financial software (e.g., Bloomberg, CRM tools)
• Negotiation and influence
• Adaptability to market changes
• Team collaboration
• Ethical judgment and integrity

Benefits

• Competitive base salary with 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, including tuition reimbursement and access to JPMorgan's leadership training
• Employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Flexible work arrangements and commuter benefits for Boston-based employees

JP Morgan Chase is an equal opportunity employer.