Elite Private Client Relationship VP

JPMorgan Chase & Co.; Boston (MA); On-site; USD 128,000 - 173,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Vice President, Relationship Manager (High-Net-Worth) for the Boston Private Client team.

You will cultivate deep client relationships, tailor comprehensive financial solutions, and collaborate with internal partners to deliver holistic planning and investment guidance. The role emphasizes proactive prospecting, in-person client engagements, and a disciplined approach to risk and controls.

Qualifications

• : 5+ years in Financial Services, including affluent or complex relationship management and business development.
• : Entrepreneurial spirit, resilience, and persistence in prospecting efforts.
• : Maintain a high-net-worth referral network and proven success in building trusted client relationships.
• : Securities licensing requirements: SIE, FINRA Series 7, and FINRA Series 66 (or 63/65); must obtain licenses within 150 days.

Responsibilities

• Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations.
• Collaborate with clients to discern needs and aspirations, crafting bespoke solutions that support their goals.
• Foster long-term banking and lending relationships with in-person consultations across locations.
• Present the JPMorgan Private Client value proposition to attract and nurture relationships.
• Share market and economy insights to build trust and grow client business.
• Build a pipeline by acquiring new relationships and expanding the client base.
• Network with referral sources to generate banking and investment opportunities.
• Develop cross-line partnerships to address client needs with precision.
• Maintain strict adherence to risk and compliance policies and controls.

Skills

Financial services experience

Education

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Vice President, Relationship Manager (High-Net-Worth) for the Boston Private Client team.

You will cultivate deep client relationships, tailor comprehensive financial solutions, and collaborate with internal partners to deliver holistic planning and investment guidance. The role emphasizes proactive prospecting, in-person client engagements, and a disciplined approach to risk and controls.