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Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments?As a Relationship Manager, you thrive on building relationships, providing exceptional client service, and are strongly self-motivated. Welcome to the Relationship Management team within JPMorgan. Your primary objective is to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. This role will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired financial goals. Internally, you will build collaborative relationships with partners across lines of business (Private Bank, Commercial Bank, JPMA, Chase Wealth Management), utilize referral networks and connect your clients across all lines of business of JP Morgan Chase & Co. You will have the opportunity to take initiative, act entrepreneurially and grow the Bank's business in a team environment. This role will report in the office 3-4 days a week. Job Responsibilities Develop new and manage existing client relationships, providing exceptional service that exceeds expectations Look for ways to cultivate long-term primary banking relationships with current clients, regularly conducting in-person calls with prospects and clients at their places of business and other external locations Network with real estate brokers and other centers of influence outside of the office environment to build relationships and strengthen JPMorgan Chase's reputation Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills A minimum of five years of lending experience Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Strong self-motivation combined with the ability to work in a team environment NMLS registration; SAFE Act / TILA screening Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 90 days of start date Preferred Qualifications, Capabilities, and Skills A bachelor's degree
Full Time
$138k-184k (estimate)
05/04/2024
05/17/2024
jpmorganchase.com
MCKINNEY, TX
>50,000
1968
>$50B
Banking
For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and ...
affirmative action employer Disability/Veteran.
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