Senior HNW Private Client Relationship Leader

JPMorgan Chase & Co.; Del Mar (CA); On-site; USD 150,000 - 180,000; Full time

Benefits offered by this job

Incentive compensation plan

Job summary

JPMorgan Private Client seeks an experienced Vice President Relationship Manager to build trusted relationships with affluent clients. You’ll discover client needs, craft tailored financial solutions, and grow business through proactive prospecting and strong partnerships.

You will manage long-term banking and lending relationships while introducing wealth management services, with in-person client meetings and regular market insights to reinforce trust and guide decisions.

Qualifications

• 5+ years in Financial Services, including affluent or complex relationship management and business development.
• Entrepreneurial spirit, resilience, and persistence in prospecting to expand business.
• Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships.
• Solve complex financial challenges and present innovative solutions with financial acumen and holistic planning.
• Passion for guiding clients and collaborating in a team to deliver bespoke solutions and exceptional service.
• Licensing: The SIE exam, FINRA Series 7, and FINRA Series 66 (or 63/65) are minimum requirements; licensing within 150 days via JPMorgan licensing program.

Responsibilities

• Cultivate meaningful and enduring relationships with clients, delivering an exceptional, personalized experience.
• Collaborate with clients to discern needs and craft bespoke solutions across short-, medium-, and long-term planning.
• Foster long-term banking and lending relationships and facilitate introductions to wealth management services.
• Present JPMorgan Private Client value proposition to attract and nurture client relationships.
• Share market insights to build trust and grow business with informed guidance.
• Develop a robust pipeline by acquiring new relationships and leveraging referrals.
• Network with external contacts to generate banking and investment opportunities.
• Build internal partnerships to address client needs with precision and expertise.
• Maintain a strong risk and controls environment following policies and regulatory guidelines.

Skills

Financial services experience

Business development

High-net-worth client network

Financial planning

Team collaboration

Licensing: SIE/Series 7/66 (or 63/65)

Education

Bachelor's degree or military equivalent

Job description

JPMorgan Private Client seeks an experienced Vice President Relationship Manager to build trusted relationships with affluent clients. You’ll discover client needs, craft tailored financial solutions, and grow business through proactive prospecting and strong partnerships.

You will manage long-term banking and lending relationships while introducing wealth management services, with in-person client meetings and regular market insights to reinforce trust and guide decisions.