JPMorgan JP Morgan Advisors - Relationship Manager New York NY 

United States, New York, New York 

859098449

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.

Job 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:

• 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