JPMorgan Private Client Relationship Manager, Vice President - Miami

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, foster and maintain relationships through exceptional service and targeted advice, and develop thoughtful solutions and an exceptional client experience.

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

Qualifications

• A bachelor's degree
• Experience cultivating relationships through delivering Home or Business lending needs
• Preferred: Series 7 and 66 (or 63 and 65) licenses

Skills

• Strong interpersonal and communication skills
• Ability to work independently and as part of a team
• Knowledge of financial products and services
• Strong analytical and problem-solving skills

Benefits

Commensurate with experience.

Pay

Commensurate with experience.

Schedule

Commensurate with experience.