Senior Private Wealth Relationship VP

JPMorganChase; Miami (FL); On-site; USD 95,000 - 160,000; Full time

Job summary

JPMorganChase in the Miami, FL area seeks an experienced Relationship Manager to build and maintain high-net-worth client relationships across banking, lending, and investments. You will earn client trust, understand needs, offer targeted advice, and deliver exceptional service within a collaborative local team.

Responsibilities include expanding primary relationships, coordinating with partners across lines of business, and ensuring solutions meet clients' goals while adhering to risk and

Qualifications

• Minimum of five years in financial services or service sales.
• Proven trusted relationship builder delivering exceptional client experiences.
• Ability to deepen relationships across multiple product lines with team collaboration.

Responsibilities

• Develop and manage client relationships with exceptional service.
• Cultivate long-term banking, investments, and lending relationships with in-person meetings.
• Build relationships with referral sources to generate banking and investment leads.
• Partner with cross‑line teams to meet clients' needs holistically.
• Ensure proposed solutions align with clients' short, medium, and long-term goals.

Skills

Relationship building

Sales growth

Team collaboration

Investments & wealth

Licensing: Series 7/66

Education

Bachelor's degree

Job description

JPMorganChase in the Miami, FL area seeks an experienced Relationship Manager to build and maintain high-net-worth client relationships across banking, lending, and investments. You will earn client trust, understand needs, offer targeted advice, and deliver exceptional service within a collaborative local team.

Responsibilities include expanding primary relationships, coordinating with partners across lines of business, and ensuring solutions meet clients' goals while adhering to risk and