Private Client Wealth & Banking VP

JPMorgan Chase & Co.; Miami (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Miami, FL seeks a Relationship Manager to manage high‑net‑worth client relationships across banking, lending and investments.

You will provide targeted advice, deliver holistic solutions, and ensure superior client experiences while collaborating with partners across lines of business. The role emphasizes wealth planning, risk adherence, and proactive client service within a local team environment.

Qualifications

• Minimum of five years of financial services or sales experience with a high net worth‑referral network.
• Proven trusted relationship builder delivering exceptional client experience.
• Track record of growing sales by deepening cross‑line relationships and collaborating across teams.
• Solid understanding of investments, wealth planning, credit and banking concepts.
• Licenses: Series 7 and 66 (or 63 and 65); must obtain licenses within 150 days.

Responsibilities

• Develop and manage high‑net‑worth client relationships delivering exceptional service.
• Cultivate long‑term banking, investments and lending relationships through in‑person client meetings.
• Build referral networks and partner with internal lines of business to deliver holistic solutions.
• Ensure proposed solutions meet clients' short, medium and long‑term objectives.
• Adhere to risk, control policies and regulatory guidelines.

Education

Bachelor's degree

Tools

Series 7 & 66 licenses

Job description

JPMorgan Chase & Co. in Miami, FL seeks a Relationship Manager to manage high‑net‑worth client relationships across banking, lending and investments.

You will provide targeted advice, deliver holistic solutions, and ensure superior client experiences while collaborating with partners across lines of business. The role emphasizes wealth planning, risk adherence, and proactive client service within a local team environment.