Private Client Relationship Manager

Are you a highly motivated and results-driven individual with a passion for building strong client relationships? Do you thrive in a fast-paced and dynamic environment? If so, then we have the perfect opportunity for you! Chase Bank is seeking a dedicated and experienced Private Client Relationship Manager to join our team. As a Private Client Relationship Manager, you will be responsible for managing and growing relationships with our high net worth clients, providing them with personalized financial solutions to meet their unique needs. This role requires a strong understanding of financial products and services, excellent communication skills, and a proven track record of success in client management. If you are a self-starter with a customer-centric mindset, we would love to hear from you. Join our team at Chase Bank and take your career to the next level!

1. Develop and maintain strong relationships with high net worth clients through regular communication and personalized service.
2. Understand and assess the financial needs and goals of clients, and provide tailored solutions to meet their individual requirements.
3. Act as the main point of contact for clients, addressing any inquiries or concerns in a timely and professional manner.
4. Proactively identify opportunities to deepen client relationships and increase revenue through cross-selling and upselling of financial products and services.
5. Collaborate with internal teams, such as wealth management and investment advisors, to provide comprehensive and holistic solutions for clients.
6. Monitor and analyze market trends and client portfolios, and provide recommendations for adjustments as needed.
7. Utilize excellent communication skills to effectively educate clients on financial products, services, and market updates.
8. Maintain accurate and up-to-date client records and documentation in compliance with regulatory requirements.
9. Adhere to all bank policies, procedures, and regulations, ensuring the highest level of ethical standards in all client interactions.
10. Achieve and exceed assigned sales targets, contributing to the overall success of the team and the organization.

According to JobzMall, the average salary range for a Private Client Relationship Manager in Wilmington, DE, USA is between $75,000 and $120,000 per year. This range can vary depending on factors such as the size and type of company, the experience and qualifications of the individual, and the specific responsibilities and duties of the role.

JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase.