JPMorgan Private Client Relationship Manager – Palm Beach, FL

JPMorganChase; Florida; On-site; USD 80,000 - 120,000; Full time

Job summary

A leading financial services firm is seeking a Private Client Relationship Manager in Palm Beach, FL. This role focuses on building and maintaining high-net-worth client relationships, providing tailored financial advice, and ensuring exceptional client experiences. The ideal candidate will have a strong background in financial services, excellent relationship-building skills, and the ability to drive sales growth across various product lines. Join a dynamic team dedicated to helping clients achieve their financial goals.

Benefits

Health Coverage

Retirement Plans

Wellness Centers

Qualifications

• Minimum of five years in financial services or related sales.
• Proven trusted relationship builder with a track record of delivering exceptional client experiences.

Responsibilities

• Develop new and manage existing client relationships.
• Network with referral sources to generate leads.
• Ensure solutions fulfill clients' needs through holistic planning.

Skills

Relationship Building

Sales Growth

Client Experience

Education

Bachelor’s degree

Job description

JPMorgan Private Client Relationship Manager – Palm Beach, FL

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Job 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 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 access to JPMorganChase capabilities to address the client’s full financial picture. Collaborating with partners across various lines of business, you'll leverage referral networks to connect clients across sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.

Responsibilities

• Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
• Cultivate and deepen long-term banking, investments, and lending relationships through in-person calls at clients' places of business and external locations
• Network with referral sources and centers of influence outside the office to generate leads
• Build strong internal partnerships across all lines of business to meet client needs
• Ensure solutions fulfill clients' needs through holistic, goals-based planning
• Adhere to all risk, control policies, regulatory guidelines, and security measures

Qualifications and Skills

• Minimum of five years in financial services or related sales, with a high-net-worth referral network and community presence
• Proven trusted relationship builder with a track record of delivering exceptional client experiences
• Success in driving sales growth by deepening relationships across multiple product lines and working collaboratively
• Understanding of investments, wealth planning, credit, and banking concepts
• Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates must obtain licenses within 150 days of start date

Preferred Qualifications

• Bachelor’s degree
• Experience with Home or Business lending relationships

Legal and Regulatory Information

This position is subject to Section 19 of the Federal Deposit Insurance Act and the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent upon criminal background review, credit report, NMLS registration, and compliance with licensing and regulatory standards.

Location and Reporting

Located in Palm Beach, FL, reporting in the office.

About Us

JPMorgan Chase is a leading financial services firm committed to creating lifelong relationships and helping clients achieve their financial goals. We offer a comprehensive benefits package, including health coverage, retirement plans, wellness centers, and more. We value diversity and are an equal opportunity employer.

Team Overview

Our Consumer & Community Banking division serves customers through personal banking, credit cards, mortgages, auto financing, investments, and small business loans, leading in credit card sales and deposit growth with high customer satisfaction.