J.P. Morgan Advisors - Relationship Manager

JPMorgan Chase & Co.•Portland, OR

39d

About The Position

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. As a Relationship Manager within JPMorgan Advisors, you will be a vital member of the Financial Advisor's team. Your role will involve close collaboration with Financial Advisors, acting as the primary liaison for advisors and their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients, aiding them and their families in achieving their financial aspirations and targets.

Requirements

5 plus years' experience in Financial Services industry
FINRA Series 7 and 66 licenses required
Bachelor's degree required
Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
Proactively identify and delivery appropriate solutions that address the needs of our clients
Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
Highly proficient user of Word, PowerPoint and Excel

Nice To Haves

Certified Public Accountant designation, or strong experience in accounting services
Able to adapt and stay abreast of changing technology and regulatory policies
Strong ability to build effective relationships

Responsibilities

Act as the primary point of contact for assigned client relationships, deepen client relationships through getting to know details of client's lives to ensure life milestones are appropriately recognized.
Create and implement a proactive service model, ensure central engagement through proper communications, documentation and tracking.
Manage client appreciation activities and events, coordinate with numerous teams to ensure timely processing and positive client satisfaction.
Perform client reviews on a regular basis in conjunction with or on direction of the Financial Advisor, identify and develop new business opportunities from existing client base.
Market and implement complex investment solutions in accordance with High-Net-Worth client's investment objectives. Attends product rollouts, ideas calls and research meetings to stay current on all JP Morgan Wealth Management products and services.
Provides support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite and ensure client meetings are properly prepared for in advance.
Ensure compliance with organization policies and applicable regulations, ad Hoc service requests as needed on behalf of the team/clients.

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