Senior Private Wealth Relationship Manager (VP)

JPMorgan Chase & Co.; Town of Florida (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Relationship Manager in Consumer and Community Banking to develop and manage high-net-worth client relationships. This role focuses on providing exceptional service and targeted financial advice, facilitating access to the bank's comprehensive capabilities.

Candidates should have at least five years of financial services experience and established networks. Key responsibilities include cultivating long-term relationships, ensuring compliance with regulations, and adhering to all security measures.

Required qualifications include Series 7 and 66 licenses, or the obligation to obtain them within 150 days of start date.

Qualifications

• Minimum of five years of financial services or service sales experience.
• Established high net worth referral network with strong community presence.
• Demonstrated success driving sales growth across multiple product lines.

Responsibilities

• Develop new and manage existing client relationships with exceptional service.
• Conduct in-person calls with prospects and clients at various locations.
• Network and build relationships with referral sources to generate leads.
• Ensure solutions meet clients' needs through a holistic planning approach.

Skills

Financial services experience

Relationship building

Sales growth

Investment and banking concepts

Education

Bachelor’s degree

Tools

Series 7 and 66 licenses

Job description

JPMorgan Chase & Co. is seeking a Relationship Manager in Consumer and Community Banking to develop and manage high-net-worth client relationships. This role focuses on providing exceptional service and targeted financial advice, facilitating access to the bank's comprehensive capabilities.

Candidates should have at least five years of financial services experience and established networks. Key responsibilities include cultivating long-term relationships, ensuring compliance with regulations, and adhering to all security measures.

Required qualifications include Series 7 and 66 licenses, or the obligation to obtain them within 150 days of start date.