Senior Relationship Manager, Private Banking for HNW Clients

JPMorgan Chase & Co.; New York; Hybrid; USD 135,000 - 165,000; Full time

Benefits offered by this job

Incentive compensation

Total rewards package

Job summary

JPMorgan Chase & Co. in New York, NY is seeking a Vice President, Relationship Manager (High-Net-Worth) for JPMorgan Private Client. You will build trusted relationships with affluent clients and deliver tailored banking, lending and wealth solutions.

The role emphasizes proactive prospecting, deep discovery, collaboration with internal teams, and maintaining risk controls while growing a robust client book.

Qualifications

• 5+ years in financial services, including affluent or complex relationship management.
• Demonstrated ability to develop new business through proactive prospecting.
• Strong knowledge of holistic financial planning for high-net-worth clients.

Responsibilities

• Cultivate enduring client relationships with exceptional, personalized service.
• Discern client needs and tailor banking, lending and wealth solutions.
• Expand relationships by proactive prospecting and partnerships.
• Present JPMorgan Private Client value proposition to grow the book.
• Share market insights to build trust and win business.
• Develop pipelines by connecting with new clients and partners.
• Network with referral sources to generate opportunities.
• Collaborate across lines to meet client needs precisely.
• Maintain strict adherence to risk, controls and policies.

Skills

Relationship management

Prospecting

Financial planning

Networking

Team collaboration

Education

College degree

Job description

JPMorgan Chase & Co. in New York, NY is seeking a Vice President, Relationship Manager (High-Net-Worth) for JPMorgan Private Client. You will build trusted relationships with affluent clients and deliver tailored banking, lending and wealth solutions.

The role emphasizes proactive prospecting, deep discovery, collaboration with internal teams, and maintaining risk controls while growing a robust client book.