Vice President, Private Client Wealth Management

Next Frontier Capital; Boca Raton (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase in the United States seeks a Relationship Manager in Consumer and Community Banking to build and maintain high-net-worth client relationships across banking, lending, and investments. You will deliver tailored advice and develop thoughtful solutions while ensuring an exceptional client experience.

As part of a local team, you will collaborate with partners across lines of business, leveraging referrals to connect clients to JPMorgan Chase capabilities and a comprehensive financial

Qualifications

• Five years of financial services or service sales experience with a strong referral network.
• Proven trusted relationship builder delivering exceptional client experience.
• Experience driving sales growth across multiple product lines and team collaboration.
• Understanding of investments, wealth planning, credit and banking concepts.
• Licenses: Series 7 and 66 (or 63/65); must obtain within 150 days if unlicensed.

Responsibilities

• Develop and manage client relationships with exceptional service surpassing expectations.
• Cultivate long-term banking, investments, and lending relationships through in-person client interactions.
• Build relationships with referral sources and centers of influence to generate leads.
• Partner across lines of business to meet clients' needs with holistic solutions.
• Ensure proposed solutions align with clients' objectives and risk controls.
• Comply with risk, regulatory, and security policies.

Skills

Relationship building

Financial services

Sales growth

Investments wealth planning

Credit and banking concepts

Licenses: Series 7/66

Education

Bachelor’s degree

Job description

JPMorgan Chase in the United States seeks a Relationship Manager in Consumer and Community Banking to build and maintain high-net-worth client relationships across banking, lending, and investments. You will deliver tailored advice and develop thoughtful solutions while ensuring an exceptional client experience.

As part of a local team, you will collaborate with partners across lines of business, leveraging referrals to connect clients to JPMorgan Chase capabilities and a comprehensive financial