JPMorgan Private Client Relationship Manager - Portland, OR

Location: Portland, OR, United States

Job Family: Relationship Manager

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus. As a Private Client Relationship Manager in our Portland, OR office, you will play a pivotal role in our Wealth Management division, helping affluent clients achieve their financial aspirations. This position offers the opportunity to leverage JPMorgan Chase's vast resources, including cutting-edge research, diverse investment products, and a network of experts, to deliver bespoke solutions in a dynamic market like the Pacific Northwest. You will thrive in an environment that values integrity, excellence, and long-term client partnerships, contributing to our mission of empowering clients to reach their goals while advancing your career in one of the world's most respected financial institutions. In this role, you will build and nurture a portfolio of high-net-worth individuals and families, providing comprehensive wealth management services tailored to their unique needs. From crafting investment strategies and optimizing banking solutions to advising on philanthropy and legacy planning, your expertise will directly impact client success. You will collaborate with cross-functional teams across JPMorgan Chase to offer seamless access to private banking, lending, and alternative investments, ensuring every interaction reinforces our commitment to superior service. Success in this position requires a client-centric approach, where you proactively identify opportunities, mitigate risks, and foster enduring relationships that drive asset growth and client satisfaction. JPMorgan Chase supports your professional growth through robust training, mentorship, and performance incentives, allowing you to advance within our global organization. Joining our Portland team means becoming part of a vibrant community in a city renowned for its innovation and quality of life, while benefiting from the stability and prestige of a Fortune 500 company. If you are passionate about financial services and ready to make a meaningful difference for affluent clients, we invite you to bring your skills to JPMorgan Chase and help shape the future of wealth management.

Key Responsibilities

• Build and maintain a portfolio of affluent client relationships by providing personalized financial advice and solutions
• Identify and pursue new business opportunities within the Portland market to grow client assets under management
• Conduct comprehensive financial planning sessions, including investment strategies, retirement planning, and estate management
• Collaborate with JPMorgan Chase specialists in lending, investments, and philanthropy to deliver holistic client services
• Monitor client portfolios and market trends to ensure alignment with client goals and risk tolerance
• Ensure compliance with all regulatory requirements and JPMorgan Chase policies in all client interactions
• Host client events, seminars, and educational workshops to enhance client engagement and loyalty
• Develop and execute tailored sales strategies to meet or exceed revenue and acquisition targets
• Provide exceptional customer service, resolving inquiries and issues promptly to foster trust and retention
• Leverage JPMorgan Chase's proprietary tools and research to deliver data-driven insights to clients

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 and growing portfolios of high-net-worth clients
• Strong understanding of investment products, banking services, and financial planning
• Excellent communication and interpersonal skills with the ability to build long-term client relationships
• Ability to work in a fast-paced environment and meet sales and service targets

Preferred Qualifications

• Advanced degree such as MBA or CFP certification
• Experience working with affluent clients in the Pacific Northwest market
• Familiarity with JPMorgan Chase's private banking and investment platforms
• Bilingual proficiency in Spanish or another language spoken in Portland's diverse community
• Previous leadership experience in mentoring junior advisors or team coordination

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Investment product knowledge (stocks, bonds, mutual funds, alternatives)
• Regulatory compliance and risk management
• Sales and business development
• Financial planning and advisory services
• Data interpretation using tools like Bloomberg or JPMorgan's internal systems
• Communication (verbal and written)
• Problem-solving and decision-making
• Time management and organization
• Team collaboration and networking
• Customer service orientation
• Adaptability to market changes
• Ethical judgment in financial advising
• Proficiency in Microsoft Office Suite and CRM software

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with low employee premiums
• 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 Chase's learning academy
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible candidates moving to Portland, OR

JP Morgan Chase is an equal opportunity employer.