Private Client Wealth Relationship Manager

JPMorgan Chase & Co.; Miami (FL); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Relationship Manager in Miami to build and maintain high-net-worth client relationships across banking, lending, and investments. The role involves providing exceptional service and targeted financial advice to enhance client experiences.

Ideal candidates will have at least five years of financial services experience, a strong community presence, and skills in relationship building. A bachelor's degree is preferred, and this position requires specific licenses. Candidates must also be prepared for potential licensing requirements within 150 days.

Qualifications

• Minimum of five years of financial services or service sales experience.
• Proven track record of delivering exceptional client experience.
• Ability to drive sales growth through deepening relationships.

Responsibilities

• Develop new and manage existing client relationships.
• Cultivate and deepen long-term primary banking relationships.
• Network with referral sources to generate leads.

Skills

Financial services experience

Sales experience

Relationship building

Investment understanding

Wealth planning understanding

Credit understanding

Banking concepts understanding

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. is seeking a Relationship Manager in Miami to build and maintain high-net-worth client relationships across banking, lending, and investments. The role involves providing exceptional service and targeted financial advice to enhance client experiences.

Ideal candidates will have at least five years of financial services experience, a strong community presence, and skills in relationship building. A bachelor's degree is preferred, and this position requires specific licenses. Candidates must also be prepared for potential licensing requirements within 150 days.