Vice President, Relationship Manager (High-Net-Worth) - JPMorgan Private Client - San Francisco, CA

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 135,000 - 165,000; Full time

Job summary

JPMorgan Private Client seeks a Vice President Relationship Manager in San Francisco to build trusted relationships with affluent clients through deep discovery and tailored wealth solutions. You will grow your business via proactive prospecting and strong partnerships.

You will manage complex client needs, expand primary banking and lending relationships, and present the full value proposition to attract and retain high-net-worth clients while upholding risk and regulatory standards.

Qualifications

• 5+ years in Financial Services, including affluent or complex relationship management and business development.
• Entrepreneurial spirit, resilience, and persistence in prospecting to grow business.
• Maintain a high-net-worth referral network to develop new book of business and trusted client relationships.
• Solve complex financial challenges with holistic financial planning and innovative solutions.
• Passion for guiding clients through what matters most and working collaboratively in a team.
• SIE, FINRA Series 7, and FINRA Series 66 (or 63/65) are minimum requirements; licenses within 150 days via JPMorgan's program.

Responsibilities

• Cultivate meaningful, enduring client relationships with personalized experiences.
• Discover client needs and craft bespoke plans for short-, mid-, and long-term goals.
• Deepen banking and lending relationships and introduce wealth management services.
• Present JPMorgan Private Client value proposition to attract and nurture clients.
• Share market insights to build trust and advise clients strategically.
• Develop a robust pipeline through new relationships and partnerships.
• Network with referral sources to generate banking and investment opportunities.
• Foster internal partnerships across business lines to meet client needs.
• Maintain strong risk and controls by following policies and regulatory guidelines.

Skills

Financial services

Relationship management

Business development

High-net-worth client focus

Team collaboration

Education

College degree

Tools

SIE exam

FINRA Series 7/66

Job description

At JPMorgan Private Client, we help affluent and high-net-worth clients make confident financial decisions by connecting banking, lending, and wealth capabilities across JPMorganChase.

As a Vice President Relationship Manager in JPMorgan Private Client, you’ll build trusted relationships through deep discovery and tailored solutions while growing your business through proactive prospecting and strong partnerships.

Job responsibilities

• Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations.
• Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage - whether short-term, medium-term, or long-term - through a comprehensive and personalized planning approach.
• Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includesregularly engaging in in-person consultations with prospects and clients at their places of business and other locations.
• Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
• Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance.
• Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners, and leveraging these connections to expand the client base and drive business growth.
• Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities.
• Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise.
• Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence.

Required qualifications, capabilities, and skills

• Possess 5+ years in Financial Services, including affluent or complex relationship management and business development.
• Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business.
• Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships.
• Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning.
• Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service.
• The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 150 days of hire, with study materials and support provided.

Preferred qualifications, capabilities, and skills

• Hold a college degree or military equivalent.

The base salary for this position is $150,000 / year. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process.

Federal Deposit Insurance Act

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase’s review of criminal conviction history, including pretrial diversions or program entries.

Dodd Frank/Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx