Senior Private Client Relationship Manager

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 135,000 - 165,000; Full time

Job summary

JPMorgan Private Client seeks a Vice President Relationship Manager in San Francisco to build trusted relationships with affluent clients through deep discovery and tailored wealth solutions. You will grow your business via proactive prospecting and strong partnerships.

You will manage complex client needs, expand primary banking and lending relationships, and present the full value proposition to attract and retain high-net-worth clients while upholding risk and regulatory standards.

Qualifications

• 5+ years in Financial Services, including affluent or complex relationship management and business development.
• Entrepreneurial spirit, resilience, and persistence in prospecting to grow business.
• Maintain a high-net-worth referral network to develop new book of business and trusted client relationships.
• Solve complex financial challenges with holistic financial planning and innovative solutions.
• Passion for guiding clients through what matters most and working collaboratively in a team.
• SIE, FINRA Series 7, and FINRA Series 66 (or 63/65) are minimum requirements; licenses within 150 days via JPMorgan's program.

Responsibilities

• Cultivate meaningful, enduring client relationships with personalized experiences.
• Discover client needs and craft bespoke plans for short-, mid-, and long-term goals.
• Deepen banking and lending relationships and introduce wealth management services.
• Present JPMorgan Private Client value proposition to attract and nurture clients.
• Share market insights to build trust and advise clients strategically.
• Develop a robust pipeline through new relationships and partnerships.
• Network with referral sources to generate banking and investment opportunities.
• Foster internal partnerships across business lines to meet client needs.
• Maintain strong risk and controls by following policies and regulatory guidelines.

Skills

Financial services

Relationship management

Business development

High-net-worth client focus

Team collaboration

Education

College degree

Tools

SIE exam

FINRA Series 7/66

Job description

JPMorgan Private Client seeks a Vice President Relationship Manager in San Francisco to build trusted relationships with affluent clients through deep discovery and tailored wealth solutions. You will grow your business via proactive prospecting and strong partnerships.

You will manage complex client needs, expand primary banking and lending relationships, and present the full value proposition to attract and retain high-net-worth clients while upholding risk and regulatory standards.