Senior Private Client Relationship Executive

JPMorgan Chase & Co.; Boston (MA); On-site; USD 135,000 - 165,000; Full time

Job summary

JPMorgan Private Client in Boston seeks a Vice President, Relationship Manager to build trusted relationships with affluent clients, delivering tailored banking, lending, and wealth solutions. You will grow the business through proactive prospecting and strong partnerships across JPMorgan Chase.

You will manage complex client needs, maintain regulatory compliance, and expand the client base while delivering exceptional service and thoughtful financial planning.

Qualifications

• Experience in affluent or complex relationship management within financial services.
• Entrepreneurial spirit with strong prospecting and book-building ability.
• Excellent client service and ability to tailor solutions.

Responsibilities

• Manage high-net-worth client relationships with personalized banking, lending, and wealth solutions.
• Proactively prospect and build a robust pipeline of new clients and opportunities.
• Collaborate with wealth management and banking partners to deliver comprehensive solutions.

Skills

Relationship management

Business development

Prospecting

Networking

Financial services knowledge

Education

Bachelor's degree or military equivalent

Job description

JPMorgan Private Client in Boston seeks a Vice President, Relationship Manager to build trusted relationships with affluent clients, delivering tailored banking, lending, and wealth solutions. You will grow the business through proactive prospecting and strong partnerships across JPMorgan Chase.

You will manage complex client needs, maintain regulatory compliance, and expand the client base while delivering exceptional service and thoughtful financial planning.