Senior HNW Relationship Manager - Private Client

JPMorganChase; Irvine (CA); Presencial; USD 135.000 - 165.000; Jornada completa

Descripción de la vacante

JPMorgan Private Client is seeking a Vice President Relationship Manager to deepen trusted client relationships and deliver tailored financial solutions for affluent clients. The role emphasizes discovery, proactive prospecting, and partnerships across JPMorgan Chase to grow the business.

You will cultivate enduring client relationships, present comprehensive wealth strategies, and collaborate with internal teams to meet client goals while adhering to risk controls and regulatory requirements.

Formación

• 5+ years in Financial Services with affluent/complex relationship management experience.
• Entrepreneurial spirit, resilience, and prospecting drive to grow the business.
• Maintain a high-net-worth referral network and proven client relationship skills.
• Solve complex financial challenges with holistic planning expertise.
• Collaborate in a team to deliver bespoke client solutions.
• Licensing: SIE, FINRA Series 7, and FINRA Series 66 (or 63/65) with completion within 150 days.

Responsabilidades

• Cultivate enduring client relationships with exceptional, personalized service.
• Discern client needs and tailor bespoke financial solutions across planning horizons.
• Foster primary banking and lending relationships and introduce wealth services.
• Present JPMorgan Private Client value and nurture client trust.
• Share market insights to inform client decisions and strengthen relationships.
• Build a pipeline through new relationships and referrals for growth.
• Network with referral sources to create valuable opportunities.
• Collaborate with internal teams to meet client needs with precision.
• Maintain strong risk and controls by following policies.

Conocimientos

Relationship management

Business development

Networking

Financial acumen

Team collaboration

Educación

College degree

Descripción del empleo

JPMorgan Private Client is seeking a Vice President Relationship Manager to deepen trusted client relationships and deliver tailored financial solutions for affluent clients. The role emphasizes discovery, proactive prospecting, and partnerships across JPMorgan Chase to grow the business.

You will cultivate enduring client relationships, present comprehensive wealth strategies, and collaborate with internal teams to meet client goals while adhering to risk controls and regulatory requirements.