Private Client Wealth Relationship Leader

JPMorgan Chase & Co.; Irvine (CA); On-site; USD 127,000 - 174,000; Full time

Benefits offered by this job

Incentive compensation plan

Professional development support

Job summary

JPMorgan Chase & Co. in Irvine, CA, is seeking a Vice President Relationship Manager for JPMorgan Private Client to deepen trusted client relationships and deliver tailored banking, lending and wealth solutions across the franchise.

You will cultivate new prospects, collaborate with partners across lines, craft bespoke plans, and guide clients through long-term financial goals while maintaining strong risk controls.

Qualifications

• 5+ years in Financial Services, including affluent or complex relationship management and business development.
• Entrepreneurial spirit, resilience, and persistence in prospecting to grow the book of business.
• High-net-worth referral network development and proven client relationship building.

Responsibilities

• Cultivate meaningful client relationships and deliver personalized, exceptional service.
• Collaborate with clients to discern needs and craft bespoke solutions across banking, lending and wealth services.
• Foster long-term primary banking and lending relationships and introduce wealth management services.
• Present JPMorgan Private Client value proposition to attract and nurture clients.
• Share market insights and guidance to earn client trust and business.

Skills

Relationship management

Prospecting

Financial analysis

Team collaboration

Regulatory compliance

Education

College degree

Tools

CRM software

Job description

JPMorgan Chase & Co. in Irvine, CA, is seeking a Vice President Relationship Manager for JPMorgan Private Client to deepen trusted client relationships and deliver tailored banking, lending and wealth solutions across the franchise.

You will cultivate new prospects, collaborate with partners across lines, craft bespoke plans, and guide clients through long-term financial goals while maintaining strong risk controls.