Senior Private Client Relationship Leader (HNW)

JPMorgan Chase; Boston (MA); Presencial; USD 135.000 - 165.000; Jornada completa

Descripción de la vacante

JPMorgan Chase's Private Client team in Boston seeks a Vice President, Relationship Manager to serve high-net-worth clients with integrated banking, lending and wealth solutions. You will develop trusted partnerships through deep discovery, tailored planning and proactive client outreach.

You will build a strong book of business by expanding referrals, delivering personalized financial planning, and collaborating with internal specialists while upholding risk and regulatory standards.

Formación

• 5+ years in financial services including affluent or complex relationship management.
• Entrepreneurial spirit with proven prospecting and business development.
• Strong financial acumen and holistic financial planning experience.
• Licensing: SIE, FINRA Series 7 and Series 66 (or 63/65); eligible for JPM licensing within 150 days.

Responsabilidades

• Cultivate meaningful client relationships and deliver personalized experiences.
• Assess client needs and craft bespoke financial solutions.
• Grow primary banking and lending relationships and facilitate referrals to wealth management.
• Present the JPMorgan Private Client value proposition to attract clients.
• Share market insights to build trust and business.
• Build pipeline by sourcing new relationships and partnerships.
• Collaborate with internal teams to meet client needs while managing risk.

Conocimientos

Relationship management

Business development

Networking

Financial planning

Team collaboration

Educación

College degree or military equivalent

Descripción del empleo

JPMorgan Chase's Private Client team in Boston seeks a Vice President, Relationship Manager to serve high-net-worth clients with integrated banking, lending and wealth solutions. You will develop trusted partnerships through deep discovery, tailored planning and proactive client outreach.

You will build a strong book of business by expanding referrals, delivering personalized financial planning, and collaborating with internal specialists while upholding risk and regulatory standards.