VP, Private Client Advisor

Testing Site - JPMC; Miami (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorganChase in the Miami area seeks a Relationship Manager in Consumer and Community Banking to manage high-net-worth client relationships and deliver tailored financial solutions across banking, lending and investments.

You will collaborate with partners across JPMorganChase to provide exceptional service, leveraging a broad set of capabilities to address the client’s full financial picture. This role requires proactive relationship building in a local team setup.

Qualifications

• Minimum five years of financial services or service sales experience.
• Proven trusted relationship builder with a track record of delivering an exceptional client experience.
• Demonstrated success driving sales growth across multiple product lines with a team approach.
• Understanding of investments, wealth planning, credit and banking concepts.

Responsibilities

• Develop new and manage existing client relationships, providing exceptional service that exceeds expectations.
• Cultivate and deepen long-term banking, investments and lending relationships with in-person client calls.
• Network with referral sources to generate banking and investment leads.
• Build internal partnerships across lines of business to meet clients' needs.
• Ensure proposed solutions meet clients' short-, medium-, and long-term objectives via holistic planning.

Skills

Relationship building

Sales experience

Client service

Team collaboration

Investments knowledge

Wealth planning

Licenses: Series 7 and 66

Education

Bachelor's degree

Job description

JPMorganChase in the Miami area seeks a Relationship Manager in Consumer and Community Banking to manage high-net-worth client relationships and deliver tailored financial solutions across banking, lending and investments.

You will collaborate with partners across JPMorganChase to provide exceptional service, leveraging a broad set of capabilities to address the client’s full financial picture. This role requires proactive relationship building in a local team setup.