Private Client RM VP: Wealth & Banking

Next Frontier Capital; Los Angeles (CA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health care

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase in Los Angeles is seeking a Relationship Manager in Consumer and Community Banking to build and sustain high-net-worth client relationships across banking, lending, and investments, delivering targeted advice and exceptional service.

You will collaborate with partners across lines of business, expand client footprints, and ensure solutions align with clients' goals while following risk and regulatory guidelines.

Qualifications

• At least five years of financial services or sales experience.
• Proven ability to develop trusted client relationships.
• Track record of driving sales growth across multiple product lines.
• Understanding of investments, wealth planning, credit and banking concepts.
• Licenses: Series 7 and 66 (or 63 and 65); must obtain within 150 days.

Responsibilities

• Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
• Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
• Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
• Develop strong internal partnerships across all lines of business in order to best meet client’s specific needs
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Skills

High net worth relationships

Relationship building

Sales growth

Multi-product cross-sell

Investments & wealth planning

Banking concepts

Licenses: Series 7/66

Education

Bachelor's degree

Job description

JPMorgan Chase in Los Angeles is seeking a Relationship Manager in Consumer and Community Banking to build and sustain high-net-worth client relationships across banking, lending, and investments, delivering targeted advice and exceptional service.

You will collaborate with partners across lines of business, expand client footprints, and ensure solutions align with clients' goals while following risk and regulatory guidelines.