VP, Private Client Banking & Wealth Strategy

JPMorgan Chase & Co.; Town of Florida (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. in the Palm Beach area is seeking a Relationship Manager within Consumer and Community Banking to manage high-net-worth client relationships across banking, lending, and investments.

You will deliver exceptional client experiences by understanding client needs and presenting targeted financial solutions. You will collaborate with partners across lines of business, adhere to risk policies, and operate from an office-based Palm Beach location with opportunities to grow client

Qualifications

• Minimum five years of financial services or service sales experience.
• Established high net worth referral network and strong community presence.
• Proven track record delivering an exceptional client experience across product lines.
• Understanding of investments, wealth planning, credit and banking concepts.
• Required licenses: Series 7 and 66 (or 63 and 65). Must obtain within 150 days of start date.

Responsibilities

• Develop new and manage existing client relationships, providing exceptional service that exceeds expectations.
• Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations.
• Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads.
• Develop strong internal partnerships across all lines of business in order to best meet client’s specific needs.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach.
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures.

Skills

Relationship management

High net worth clients

Sales growth

Investments knowledge

FINRA licenses

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in the Palm Beach area is seeking a Relationship Manager within Consumer and Community Banking to manage high-net-worth client relationships across banking, lending, and investments.

You will deliver exceptional client experiences by understanding client needs and presenting targeted financial solutions. You will collaborate with partners across lines of business, adhere to risk policies, and operate from an office-based Palm Beach location with opportunities to grow client