Private Client Relationship VP - Wealth, Banking & Lending

JPMorganChase; Los Angeles (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorganChase is seeking an experienced professional to manage high-net-worth client relationships across banking, lending, and investments. The ideal candidate will have a minimum of five years in financial services and a solid referral network.

This role focuses on developing and maintaining exceptional client experiences while ensuring compliance with regulatory requirements. The candidate must be licensed or obtain licenses (Series 7 and 66) within 150 days.

Qualifications

• Minimum five years of financial services or service sales experience.
• Proven track record of delivering exceptional client experiences.
• Demonstrated success in driving sales growth and teamwork.

Responsibilities

• Develop and manage client relationships in banking and investments.
• Conduct in-person calls with prospects and clients.
• Ensure proposed solutions meet clients' short- and long-term needs.

Skills

Financial services experience

Relationship building

Sales growth

Investment knowledge

Licenses (Series 7 and 66)

Education

Bachelor's degree

Job description

JPMorganChase is seeking an experienced professional to manage high-net-worth client relationships across banking, lending, and investments. The ideal candidate will have a minimum of five years in financial services and a solid referral network.

This role focuses on developing and maintaining exceptional client experiences while ensuring compliance with regulatory requirements. The candidate must be licensed or obtain licenses (Series 7 and 66) within 150 days.