Private Client Relationship VP — Wealth & Solutions

Testing Site - JPMC; Florida; On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase in the Palm Beach area seeks a Relationship Manager in Consumer and Community Banking to develop and manage high net worth client relationships across banking, lending, and investments. You will deliver targeted advice, understand client needs, and craft holistic financial solutions to help clients reach their goals.

In this role you will collaborate with partners across lines of business, expand referrals, and work as part of a local team to provide exceptional service while

Qualifications

• Minimum five years of financial services or service sales experience.
• Proven trusted relationship builder with exceptional client experience.
• Track record of growing sales by deepening multi-product relationships.
• Understanding of investments, wealth planning, credit and banking concepts.
• Required licenses: Series 7 and 66 (or 63 and 65) with up to 150 days to obtain.

Responsibilities

• Develop new and manage existing client relationships with exceptional service.
• Cultivate long-term banking, investments and lending relationships with in-person visits.
• Network with referral sources to generate banking and investment leads.
• Partner across lines of business to meet clients' needs.
• Ensure solutions meet client objectives with holistic planning.
• Adhere to risk, regulatory guidelines, and security measures.

Skills

Relationship building

Sales

Cross-selling

Financial services

Team collaboration

Communication

Regulatory awareness

Education

Bachelor's degree

Job description

JPMorgan Chase in the Palm Beach area seeks a Relationship Manager in Consumer and Community Banking to develop and manage high net worth client relationships across banking, lending, and investments. You will deliver targeted advice, understand client needs, and craft holistic financial solutions to help clients reach their goals.

In this role you will collaborate with partners across lines of business, expand referrals, and work as part of a local team to provide exceptional service while