JPMorgan JP Morgan Advisors - Relationship Manager Dallas TX 

United States, Texas, Dallas 

554751227

in close partnership with the Financial Advisor(s) and is the primary point of contact for advisors and their high-net-worth clients.

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 MorganWealth 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 suiteand ensure client meetings are properly prepared for in advance.
• Ensure compliance with organization policies and applicable regulations,

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
• Strong ability to build effective relationships