JPMorgan Private Client Relationship Manager, Vice President - Los Angeles, CA

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
• Preferred: 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.