JPMorgan Private Client Relationship Manager, Vice President - Boca and Jupiter, FL

About the role

This role offers the opportunity to manage and maintain high-net-worth client relationships across banking, lending, and investments. You will help clients explore the full financial possibilities their wealth creates and foster long-term relationships through exceptional service and targeted advice.

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
• 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

Requirements

• A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
• Proven trusted relationship builder with a track record of delivering an exceptional client experience
• Demonstrated success driving sales growth by focusing on deepening relationships across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
• Demonstrated understanding of investments, wealth planning, credit, and banking concepts

Skills

• A bachelor's degree
• Experience cultivating relationships through delivering home or business lending needs
• Series 7 and 66 (or 63 and 65) licenses

Benefits

Commensurate with experience, depending on the role, experience, skill set and location. Includes base salary, commission-based pay, and discretionary incentive compensation in the form of cash and/or forfeitable equity.

Pay

Commensurate with experience, depending on the role, experience, skill set and location.

Schedule

Varies, depending on the role, experience, skill set and location.

Qualifications

Unlicensed candidates considered, but required to obtain licenses within 150 days of start date.

Preferred Qualifications, Capabilities, And Skills

• Federal Deposit Insurance Act qualification requirements for Loan Originators
• Safe Act qualification requirements for Loan Originators
• National Mortgage Licensing System and Registry (NMLS) registration

About Us

We are a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits, and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

About The Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.