Senior Private Client Relationship Executive

JPMorgan Chase; Irvine (CA); Sur place; USD 128 000 - 173 000; Plein temps

Résumé du poste

JPMorgan Private Client is seeking a Vice President Relationship Manager to build trusted client relationships with high-net-worth clients and deliver tailored solutions through deep discovery. You will proactively prospect, partner across lines, and maintain risk controls while growing a robust client book.

The role requires SIE, FINRA 7, and 66 (or 63/65) with licensing support within 150 days. Base salary is $150,000 per year, with incentive compensation potential and total rewards.

Qualifications

• 5+ years in Financial Services, including affluent or complex relationship management and business development.
• SIE exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements; licenses within 150 days.
• Entrepreneurial spirit, resilience, and persistence in prospecting to grow the book.
• Ability to build trusted client relationships and provide holistic financial planning.

Responsabilités

• Cultivate meaningful client relationships with an exceptional, personalized experience.
• Discern client needs and craft bespoke solutions for short-, medium-, and long-term goals.
• Foster primary banking and lending relationships; introduce wealth management services.
• Present JPMorgan Private Client value proposition to attract and nurture relationships.
• Share insights on economy and markets to earn client trust and business.

Connaissances

Relationship management

Business development

Prospecting

Financial planning

Networking

Team collaboration

Formation

Bachelor's degree

Description du poste

JPMorgan Private Client is seeking a Vice President Relationship Manager to build trusted client relationships with high-net-worth clients and deliver tailored solutions through deep discovery. You will proactively prospect, partner across lines, and maintain risk controls while growing a robust client book.

The role requires SIE, FINRA 7, and 66 (or 63/65) with licensing support within 150 days. Base salary is $150,000 per year, with incentive compensation potential and total rewards.