50 jobs for "Senior Wealth Manager"

Join the team providing financial solutions to over 3 million small businesses nationwide at one of the world's most innovative banks. If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.

As a Business Relationship Manager Senior (Sr. BRM) in Business Banking, you'll be managing and developing a portfolio of large profitable business clients with annual revenue greater than 3MM+ . You'll focus on business development, deposit/balance acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Sr. BRM, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management-while retaining and deepening existing relationships and acquiring new relationships through targeted prospecting and referrals.

Job Responsibilities

• Acquire, retain, and deepen a portfolio of approximately 70 business clients across stable/mature and growth/expansion stages, with annual revenue greater than $3MM+ provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15MM; provide support to branch-based bankers on sizeable business credit deals as needed

• Deliver an outstanding experience to Chase business clients by providing customized business banking solutions aligned to their needs, using expertise in business, finance, credit, and risk management to recommend profitable portfolio solutions and proactively anticipate needs through market and industry monitoring.

• Grow the portfolio by prospecting for new clients (especially expanding businesses) and leveraging centers of influence and referral networks-partnering across Branch, Wealth Management, Private Bank, Asset & Wealth Management, Middle Market, and One Chase-to originate opportunities and build long-term primary banking relationships.

• Regularly conduct in-person visits with existing clients, prospects, referrals, and centers of influence at their places of business, looking for ways to develop the full financial relationship and increase primary bank share

• Understand the personal financial goals and needs of the owner(s); utilize knowledge of personal banking products and partner with Branch, Wealth Management, and Private Bank to identify and deliver appropriate personal financial solutions

• Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and the full suite of products and services; leverage service teams to deliver an outstanding experience and follow up after account opening to determine additional solutions and establish digital capabilities

• Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Required qualifications, capabilities, and skills

• Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience

• Strong knowledge of deposit/cash management products and knowledge of business credit underwriting with commercial credit training; use seasoned judgment to provide customized solutions that best meet client needs and present proactive alternatives

• Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments

• Demonstrates strong tactical business development and negotiation skills; self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done

• Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally; ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently

• Strong existing business network and/or demonstrated ability to build one through active involvement in relevant community organizations and centers of influence

• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines, and balance client needs with risk and firm interests

Preferred qualifications, capabilities, and skills

• Bachelor's degree in Finance or related field, or equivalent work experience

• Minimum of 3 years' managing clients >$10MM+ revenue

• Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint

• In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts

ABOUT US

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 customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.

About JPMorgan Chase

We know our people are our strongest asset. You will never stop learning here, and we will learn with, invest in and support you along the way.

Size: 10,000+ employees
Industry: Financial Services

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