J.P. Morgan Advisors - Relationship Manager - Dallas, TX

The Relationship Manager is an essential member of the Financial Advisor's team.

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

The ideal candidate has a strong understanding of the Financial Advisor role and the ability to build strong relationships with clients helping them and their families achieve the financial goals and objectives.

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 Morgan Wealth 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 suite and ensure client meetings are properly prepared for in advance.


* Ensure compliance with organization policies and applicable regulations, ad Hoc service requests as needed on behalf of the team/clients.

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

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Our mission is to create engaged, lifelong relationships and put our custo...