Jp Morgan Wealth Management - Private Client jobs at Jpmorgan in United States, San Jose
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United States
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San Jose
81 jobs found
23.07.2025
JPM
JPMorgan JPMorgan Private Client Relationship Manager – San Francisco... United States, California, San Francisco
Develop new and manage existing client relationships, providing exceptional service that exceeds expectations. Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person...
Serve as the primary day-to-day client point of contact and lead banker on private capital market deals. Review and coordinate the analytic work of junior bankers to advance the marketing...
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...
Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships. Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking,...
Help devise customized financial strategies for existing and prospective clients. Prepare pitch books and meeting materials. Collaborate with integrated team members to analyze balance sheets and understand a clients’ investment...
Drive and lead oversight of the end to end system of controls that mitigates risk through active engagement, thematic reviews, risk analysis and control deep dive which continuously manage and...
Oversee all aspects of credit analysis on commercial real estate/multifamily loans. Evaluate and manage risks in complex transactions. Serve as a back-up mentor for more junior Credit Analysts and Credit...
Develop new and manage existing client relationships, providing exceptional service that exceeds expectations. Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person...
The JP Morgan Wealth Management Private Client role in the tech industry in JPMorgan in the United States, San Jose is a unique opportunity to combine technical knowledge and financial services expertise to serve the needs of high-net-worth individuals. The Private Client role delivers superior client service and is responsible for the management of investments, tailored advice, and offering innovative strategies and solutions.
This role requires a strong technology background, with the ability to comprehend technical and financial concepts involved in the development of software and hardware solutions for finance and investments. The person in this role will help develop and implement custom private banking solutions for their clients, with a focus on the tech industry. This will include developing customized solutions for both private and institutional clients, as well as analyzing risk and providing investment guidance.
In this role, the successful candidate will have to stay abreast of and leverage emerging technologies, create strategies for clients, and collaborate with technologists, quantitative analysts, and other professionals to deliver innovative services. Furthermore, they will also be expected to understand operational processes and new regulations in the tech industry.
We at Expoint are looking for a passionate individual who has a deep understanding of the tech and financial industries, possesses excellent communication and customer service skills, and can demonstrate creative thinking in developing solutions. If you’re interested in this exciting role with JP Morgan Wealth Management, we invite you to apply now.