Senior Private Client Relationship Leader

JPMorgan Chase & Co.; Town of Florida (NY); On-site; USD 128,000 - 173,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Vice President Relationship Manager in New York to deepen relationships with affluent clients, offering tailored banking, lending and wealth solutions.

You will prospect, partner with teams, and deliver bespoke planning while upholding risk controls and regulatory requirements. The role emphasizes high-net-worth client service, collaboration across business lines, and presenting the full value of JPMorgan Private Client.

Qualifications

• 5+ years in Financial Services, including affluent or complex relationship management.
• Entrepreneurial spirit and proactive prospecting.
• High-net-worth referral network to grow a new book of business.
• Solve complex financial challenges with holistic planning.
• Ability to collaborate in a team to deliver bespoke client service.
• Licenses: SIE exam, FINRA Series 7 and Series 66 (or 63/65); must obtain licenses if unlicensed.

Responsibilities

• Cultivate meaningful client relationships with exceptional, personalized service.
• Discern client needs and craft bespoke financial solutions across banking, lending, and wealth management.
• Grow relationships through proactive prospecting and partnerships; expand client base.
• Present JPMorgan Private Client value proposition and build trust with clients.
• Maintain risk discipline and comply with policies and controls.

Skills

Relationship management

Business development

Financial planning

Networking

Licensing and compliance

Education

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Vice President Relationship Manager in New York to deepen relationships with affluent clients, offering tailored banking, lending and wealth solutions.

You will prospect, partner with teams, and deliver bespoke planning while upholding risk controls and regulatory requirements. The role emphasizes high-net-worth client service, collaboration across business lines, and presenting the full value of JPMorgan Private Client.