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 revi... more details
The Relationship Manager is an essential member of the Financial Advisor’s team. A Relationship Manager works in close partnership with the Financial Advisors and is the primary point of contact for advisors and their high-net-worth clients. The ideal candidate has a strong understanding of the Financial Advisor role and the ability to build strong relationships with clients helping them and their families achieve the financial goals and objectives.
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.
Required qualifications, capabilities, and skills:
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
Preferred qualifications, capabilities, and skills:
Able to adapt and stay abreast of changing technology and regulatory policies
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