Private Client Relationship Manager, Vice President - Bellevue, WA
JPMorgan Chase & Co.
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client’s full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. 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 150 days of start date Preferred qualifications, capabilities, and skills A bachelor’s degree Experience cultivating relationships through delivering Home or Business lending needs This role is located in Bellevue, WA and will report in the office. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries. 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: #J-18808-Ljbffr JPMorgan Chase & Co.- ...building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with... ...Compensation This role is located in Bellevue, WA and will report in the office. In addition...SuggestedTemporary workWork at office
- ...building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with... ...lending needs This role is located in Bellevue, WA and will report in the office. In addition...SuggestedTemporary workWork at officeLocal areaImmediate start
$100k
...Position: Regional Vice President Firm: EA Buck Location: Bellevue, WA Overview: E.A. Buck is a fast-growing wealth management company that's headquartered in Denver and has a national... ...growth, and deliver an exceptional client experience across a designated...SuggestedFlexible hours- ...Vice President, Family Engagement & Governance At JPMorgan Wealth Management, we have been helping Ultra-High Net Worth (UHNW) team members and families build and manage... ...throughout the United States, JPMWM offers clients a broad suite of solutions — including investment...SuggestedWork at office
- JPMorganChase in Bellevue, WA is seeking a Relationship Manager to build and maintain high-net-worth client relationships. You will provide tailored advice and exceptional service while collaborating with various business partners. The ideal candidate has a minimum of...Suggested
$220k - $240k
...Principal Product Manager - Local Business This is a hybrid role based in Bellevue, WA. You'll spend 2–3 days a week in the office, working alongside our teams to solve real problems for millions of daily users. About the Role Do you want to help give small businesses...Full timeWork at officeLocal areaFlexible hours2 days per week3 days per week- ...secondhand goods, jobs, and services nearby. Founded in 2011 and based in Bellevue, WA, OfferUp consistently ranks among leading shopping apps on iOS and Android. What Will You Do? As a Principal Product Manager - Consumer at OfferUp, you will lead a talented team of engineers...Local area
$10k
...Executive - Service Sales - Bellevue, WA AirReps, a division of Daikin... ...for our Service Sales Manager position with our organization... ...developing long-term customer relationships and expanding preventative... ...locations to accommodate account/client needs Ability to practice...Base plus commissionFor contractorsWork experience placementFlexible hoursNight shift$10,000 per month
...- Control Products Group - Bellevue, WA AirReps, a division of Daikin... ...individual for our Account Manager position for our branch... ...assigned accounts by developing relationships, influencing specifications,... ...to accommodate account/client needs Ability to practice...Full timeFor contractorsWork experience placementFlexible hoursNight shift$18 - $24 per hour
...office locations include Woodinville, Bellevue, Everett, Bellingham, Olympia, and Tacoma... ...construction surveys for public and private clients. Operate and maintain survey equipment... ...occasional office tasks, including data management and preparation of survey drawings using...InternshipWork at officeFlexible hours$160k - $175k
...vision coverage Future-Proofing : Easy-to-manage 401(k) plan with diverse investment... ...Trestle is a technology company based in Bellevue, WA, building the next generation of... ...responsiveness, build genuine trust, and invest in relationships that endure. Figure It Out : We thrive...Work at officeWork from homeFlexible hours- ...Heritage Bank's Commercial Banking Center in Bellevue, WA is seeking an experienced commercial... ...services, including developing new business and client relationships; producing a variety of commercial loans; generating and managing a portfolio of business and corresponding...Full timePart timeLocal areaFlexible hoursNight shiftAfternoon shift
- Overview Join JPMorgan Private Client as a Client Experience Specialist to support a team dedicated to delivering unparalleled service. In this role you partner with Relationship Managers to assist clients with banking needs, identify opportunities to deepen relationships...
$55k - $95k
...Speech Language Pathologist - Bellevue, WA FOX Rehabilitation is... ...they live. Whether treating in private residences or within Senior... ...the freedom to create and manage your own treatment schedule... ...build strong, lasting patient relationships. FOX clinicians may...Bi-weekly payFull timePart timeReliefWork from homeFlexible hours- ...we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer... ...solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- Speech Language Pathologist - Bellevue, WA FOX Rehabilitation is... ...they live. Whether treating in private residences or within Senior... ...enjoying the freedom to create and manage your own treatment schedule... ...strong, lasting patient relationships. FOX clinicians may also incorporate...Bi-weekly payFull timePart timeReliefFlexible hours
- ...Morgan Stanley Wealth Management provides holistic financial... ...empower Financial Advisors and clients to make confident... ...most sophisticated client relationships Tech-Enabled Planning:... .../Phoenix, AZ Seattle, WA Kirkland, WA Bellevue, WA San Francisco, CA...
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients... ...taking care of our employees, building relationships, and delivering extraordinary customer... ...Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- ...Client Experience Specialist Are you ready to join a team that is redefining client... ...experience excellence? Join JPMorgan Private Client as a Client Experience... ...In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client...Immediate start
$120k - $160k
Water Resources Project Manager At David Evans and Associates... ...communities. Location: Bellevue, Everett, Olympia, Seattle, Tacoma, WA. What You’ll Do Work... ...to: Cultivate external relationships and branding consistent... ...for public and private projects. Preferred Qualifications...Contract workLocal areaFlexible hours- Role Overview Cascade AI is excited to announce an opportunity for a Senior Client Relationship Manager to take the lead in managing renewals, driving expansion, and fostering strategic growth within our existing customer accounts. This role is commercially focused and...
- ...Vice President of Technology, Blockchain/Crypto/NFT, Mandarin Language Required, Bellevue, WA We have an exciting Vice President of Technology opportunity to get in on the... ...Looking for a technology leader to build and manage a team of U.S.-based Front-End and Back-...Overseas
$125k - $165k
Client Relationship Manager ABOUT US Lake Washington Partners is driven by a mission to build one of... ...efficiency, and long‑term success. We are a private, family‑owned company guided by... ...Status: Exempt Position Location: Bellevue, WA Salary Range: $125,000 -$165,000,...Work at officeLocal areaShift work$34 - $36 per hour
A leading technology firm in Bellevue, WA, is seeking an experienced Administrative Assistant to provide high-level support to executive leadership. Key responsibilities include managing schedules, coordinating travel, and maintaining communications. The ideal candidate...Hourly pay$150k - $250k
...banking, securities and investment management firm that provides a wide range of... ...worldwide to a substantial and diversified client base that includes corporations,... ...Info Job Identification 154523 Job Category Vice President Locations Seattle, WA, United States...Worldwide$150k - $180k
...the last. Our commitment to client success and our passion for... ...for an experienced Account Manager to lead and expand our partnership... ...and is hybrid based in our Bellevue, WA office with four days in... ..." to establish new relevant relationships, tighter liaising and coordination...Contract workWork at officeLocal areaWork from homeFlexible hours$150k
JPMorgan Chase in Bellevue, WA is seeking a Relationship Manager to oversee high-net-worth client relationships across banking, lending, and investments. The role involves building trust, providing targeted advice, and developing solutions to enhance clients' financial...$50k - $60k
...Oppenheimer & Co. Inc. Private Client Division Oppenheimer & Co.... ...investment advisory and asset management services. Client Service... ...for their Seattle or Bellevue branch office in Washington... ...Cultivate and grow existing client relationships Assist with marketing...Full timePart timeLocal area$20.29 - $28 per hour
...Assistant Manager Our range of pay is between $20.29 and $28 hr Opportunities to earn... ...each period. We have Paid Sick Leave per WA State law. Qualifying full-time employees... ...terrain including multi-story buildings, private homes, and other delivery sites while carrying...Full timeWork at officeFlexible hoursShift workNight shift$78k
...enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... .../Salary Mercer Island,WA $78,000.00 - $78,000.00
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