Senior Private Client Relationship Manager (HNW)

JPMorgan Chase; Florida; In loco; USD 135.000 - 165.000; Tempo pieno

Descrizione del lavoro

JPMorgan Private Client in Florida is seeking a Vice President, Relationship Manager (High‑Net‑Worth) in Boca Raton and Jupiter. You will cultivate trusted client relationships, tailor wealth solutions, and expand the client base through proactive prospecting and strong partnerships.

Responsibilities include deep discovery, bespoke planning, and introducing wealth management services while maintaining a strong risk and controls environment.

Competenze

• 5+ years in Financial Services, including affluent/complex relationship management and business development.
• Entrepreneurial spirit, resilience and persistence in prospecting to grow the business.
• Maintain a high-net-worth referral network to develop a new book of business.
• SIE exam, FINRA Series 7, and FINRA Series 66 (or 63/65) are minimum requirements; licenses within 150 days if not held.

Mansioni

• Cultivate meaningful, enduring client relationships with an exceptional, personalized experience.
• Collaborate with clients to discern needs and craft bespoke solutions across short-, mid- and long-term goals.
• Foster long-term banking and lending relationships and facilitate introductions to wealth management services.
• Present JPMorgan Private Client value proposition to attract and nurture relationships.
• Share market and economy insights to build trust and guide client decisions.
• Build pipeline by acquiring new relationships and leveraging connections to grow the client base.
• Network with referral sources and external contacts to generate banking and investment opportunities.
• Develop internal partnerships across business lines to meet clients' needs with precision.
• Maintain strict adherence to risk and controls policies.

Conoscenze

Relationship management

Business development

Prospecting

Client advisory

Networking

Formazione

College degree

Descrizione del lavoro

JPMorgan Private Client in Florida is seeking a Vice President, Relationship Manager (High‑Net‑Worth) in Boca Raton and Jupiter. You will cultivate trusted client relationships, tailor wealth solutions, and expand the client base through proactive prospecting and strong partnerships.

Responsibilities include deep discovery, bespoke planning, and introducing wealth management services while maintaining a strong risk and controls environment.