JPMorgan Chase
JPMorgan Private Client Relationship Manager – Bellevue, WA
$150K
Bellevue, WA · Manager · Full-time · Posted Aug 21, 2026
- Experience
- 10+ years in Financial Services, including affluent or complex relationship management and business development.
About the job
Build and grow high-net-worth client relationships by providing personalized banking, lending, and financial planning solutions and connecting clients with JPMorgan Chase services.
What you'll do
- Develop and maintain client relationships, identify financial needs, and present tailored solutions and market insights.
- Acquire new clients through prospecting and referral networks, while deepening primary banking and lending relationships.
- Partner across business lines and follow applicable risk, regulatory, and security requirements.
What they ask for
- 10+ years in financial services, including affluent or complex relationship management and business development.
- A high-net-worth referral network and demonstrated success building trusted client relationships and a new book of business.
- Financial acumen, familiarity with holistic financial planning, and ability to work collaboratively to deliver client solutions.
- SIE, FINRA Series 7, and FINRA Series 66 (or Series 63 and 65); unlicensed applicants must obtain licenses through JPMC’s program within 150 days of hire.
Nice to have
- College degree or military equivalent.
Pay
USD 150,000.00-USD 150,000.00 base salary
Tools
SIE, FINRA Series 7, FINRA Series 66, FINRA Series 63, FINRA Series 65, NMLS
Model-written summary · the original posting is authoritative