JPMorgan Private Client Relationship Manager – Orange County CA 

United States, California 

465389742

Job responsibilities

• 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 calls with prospects and clients at their places of business and other external locations
• Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
• Develop strong internal partnerships across all lines of business in order to best meet client’s specific needs
• 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 financial services or service sales experience, established high net worth referral network and strong community presence
• Proven trusted relationship builder with a track record of delivering an exceptional client experience
• Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
• Demonstrated understanding of investments, wealth planning, credit and banking concepts
• Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 120 days of start date

Preferred qualifications, capabilities, and skills

• A bachelor’s degree
• Experience cultivating relationships through delivering Home or Business lending needs

FEDERAL DEPOSIT INSURANCE ACT:

This role is located in Orange County, CA area and will report in the office on a hybrid schedule.

Dodd Frank/Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: