Private Client Relationship VP - Wealth, Banking & Lending

JPMorganChase; Town of Florida (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorganChase is looking for a professional to manage high-net-worth client relationships across various banking services in the Town of Florida, New York. This role involves developing new client relationships, providing exceptional service, and ensuring clients' needs are met through thoughtful solutions.

The ideal candidate should possess a minimum of five years in financial services, with strong community connections and a proven track record of relationship building. Required licenses include Series 7 and 66. The company values diversity and offers equal opportunities.

Qualifications

• Minimum of five years of financial services or service sales experience.
• Established high net worth referral network and strong community presence.
• Demonstrated success in driving sales growth.

Responsibilities

• Develop new and manage existing client relationships.
• Network and build strong relationships with referral sources.
• Ensure solutions fulfill client needs through a holistic planning approach.

Skills

Financial services experience

Relationship building

Sales growth

Investments and wealth planning

Problem-solving

Education

Bachelor’s degree

Job description

JPMorganChase is looking for a professional to manage high-net-worth client relationships across various banking services in the Town of Florida, New York. This role involves developing new client relationships, providing exceptional service, and ensuring clients' needs are met through thoughtful solutions.

The ideal candidate should possess a minimum of five years in financial services, with strong community connections and a proven track record of relationship building. Required licenses include Series 7 and 66. The company values diversity and offers equal opportunities.