JPMorgan Chase
JPMorgan Private Client Relationship Manager – Portland, OR
Portland, OR · Manager · Full-time · Posted Sep 16, 2026
- Experience
- 10+ years in Financial Services, including affluent or complex relationship management and business development.
- Education
- College degree or military equivalent preferred.
About the job
Build and deepen high-net-worth client relationships, provide personalized banking and lending guidance, and develop new business for JPMorgan Private Client.
What you'll do
- Develop client relationships and tailor financial solutions to clients’ needs and goals.
- Acquire new clients and referral opportunities through prospecting, networking, and business development.
- Coordinate with partners across business lines while complying with policies and regulatory 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.
- SIE, FINRA Series 7, and FINRA Series 66 (or FINRA Series 63 and 65); unlicensed applicants must obtain licenses through JPMC’s licensing program within 150 days of hire.
- Financial acumen, familiarity with holistic financial planning, and ability to prospect and collaborate to serve clients.
Nice to have
- College degree or military equivalent.
Tools
SIE, FINRA Series 7, FINRA Series 66, FINRA Series 63, FINRA Series 65, NMLS
Model-written summary · the original posting is authoritative