Private Client Relationship VP: Strategic Wealth & Banking

Fairygodboss; Los Angeles (CA); On-site; USD 135,000 - 170,000; Full time

Job summary

JPMorgan Chase in Los Angeles is seeking a Vice President Relationship Manager to build trusted relationships with affluent clients by discovering needs and delivering tailored banking, lending, and wealth solutions. You will grow the business through proactive prospecting and strong partnerships, while maintaining rigorous risk controls and regulatory compliance.

The role requires deep discovery, in-person client engagements, and collaboration across business lines to deliver bespoke solutions

Qualifications

• 5+ years in Financial Services, including affluent or complex relationship management and business development.
• Entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business.
• Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships.
• Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning.
• Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service.
• The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided.

Responsibilities

• Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations.
• Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.
• Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations.
• Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
• Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance.
• Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners, and leveraging these connections to expand the client base and drive business growth.
• Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities.
• Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise.
• Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence.

Skills

Financial services

Business development

Relationship management

Holistic financial planning

Networking

License readiness

Education

College degree

Job description

JPMorgan Chase in Los Angeles is seeking a Vice President Relationship Manager to build trusted relationships with affluent clients by discovering needs and delivering tailored banking, lending, and wealth solutions. You will grow the business through proactive prospecting and strong partnerships, while maintaining rigorous risk controls and regulatory compliance.

The role requires deep discovery, in-person client engagements, and collaboration across business lines to deliver bespoke solutions