Senior Private Client Relationship Leader

JPMorganChase; San Francisco (CA); On-site; USD 130,000 - 170,000; Full time

Job summary

JPMorgan Private Client in San Francisco seeks a Vice President Relationship Manager to build trusted client relationships and deliver tailored wealth solutions. You will drive business through proactive prospecting and strong partnerships across banking, lending, and wealth management.

The role emphasizes deep discovery, bespoke planning, and in-person client engagements to grow a high-net-worth book while maintaining robust risk controls. Licensure paths are outlined by the firm.

Qualifications

• 5+ years in financial services with affluent/complex relationship management experience.
• Entrepreneurial mindset with a proven prospecting track record.
• High-net-worth referral network and demonstrated client relationship success.
• Ability to solve complex financial challenges and provide holistic planning.
• Passion for guiding clients and collaborating in a team to deliver bespoke service.
• Licensing: SIE, FINRA Series 7, Series 66/63/65 or willingness to obtain within 150 days.

Responsibilities

• Cultivate meaningful client relationships and deliver personalized experiences.
• Collaborate with clients to discern needs and craft bespoke wealth solutions.
• Foster long-term banking and lending relationships and facilitate wealth referrals.
• Present JPMorgan Private Client value to attract and grow client relationships.
• Share market insights to build trust and guidance with clients.
• Build a robust pipeline through new relationships and referrals.
• Network with referral sources to generate banking and investment opportunities.
• Partner with internal teams to meet clients' needs with precision.
• Uphold risk and controls in line with policies and regulatory guidelines.

Skills

Relationship management

Business development

Prospecting

Holistic financial planning

Team collaboration

Regulatory compliance knowledge

Education

Bachelor's degree or higher

Job description

JPMorgan Private Client in San Francisco seeks a Vice President Relationship Manager to build trusted client relationships and deliver tailored wealth solutions. You will drive business through proactive prospecting and strong partnerships across banking, lending, and wealth management.

The role emphasizes deep discovery, bespoke planning, and in-person client engagements to grow a high-net-worth book while maintaining robust risk controls. Licensure paths are outlined by the firm.