Elite Private Client Relationship Leader

JPMorgan Chase & Co.; Los Angeles (CA); On-site; USD 135,000 - 165,000; Full time

Job summary

JPMorgan Chase & Co. in Los Angeles seeks a Vice President Relationship Manager to build trusted client relationships and deliver tailored financial solutions across JPMorgan Private Client.

You will engage in proactive prospecting, collaborate with internal teams, and present a comprehensive wealth planning experience to affluent clients while maintaining rigorous risk and regulatory standards.

Qualifications

• 5+ years in Financial Services, including affluent or complex relationship management and business development.
• Entrepreneurial spirit and persistence in prospecting to grow the book of business.
• Maintain a high-net-worth referral network to develop new client relationships.
• Ability to present holistic financial planning and bespoke solutions.

Responsibilities

• Cultivate meaningful relationships with clients and provide personalized experiences.
• Discern client needs and craft bespoke solutions for short-, medium-, and long-term goals.
• Deepen primary banking and lending relationships and facilitate introductions to wealth management.
• Present JPMorgan Private Client value proposition to attract and nurture relationships.
• Share insights on economy and markets to earn client trust and business.
• Build pipeline by acquiring new relationships and connecting with potential clients and partners.
• Network with referral sources and external contacts to generate opportunities.
• Develop internal partnerships to address client needs with precision and expertise.
• Uphold risk and controls by following policies and regulatory guidelines.

Skills

Financial Services

Relationship Management

Business Development

Prospecting

Networking

Team Collaboration

Education

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Los Angeles seeks a Vice President Relationship Manager to build trusted client relationships and deliver tailored financial solutions across JPMorgan Private Client.

You will engage in proactive prospecting, collaborate with internal teams, and present a comprehensive wealth planning experience to affluent clients while maintaining rigorous risk and regulatory standards.