About this opportunity
Next Frontier Capital lists this Private Client Relationship Executive opportunity in boston, Massachusetts. Review the employer’s description below for duties, qualifications and application requirements.
Job description
JPMorgan Chase seeks a Relationship Manager in Boston to cultivate enduring client relationships, deliver bespoke financial planning, and expand the firm’s private client offerings. You will collaborate with clients to understand goals, present holistic solutions, and deepen referrals across banking, lending, and wealth management, while maintaining strict risk controls.
The role requires 5+ years in financial services, an entrepreneurial drive, and licensing (SIE, Series 7, 66 or 63/65);
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Worksite address
boston, MA, 02298, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.