JPMorgan Private Client Relationship Manager - Bellevue, WA
Company: JPMorganChase
Location: Bellevue
Posted on: April 1, 2026
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Job Description:
Description 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:
http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx
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