JPMorgan Vice President Private Client Relationship Manager - Miami, FL
JPMorgan Chase & Co.
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client’s full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. Job 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 Required qualifications, capabilities, and skills 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 relationship 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 Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date Preferred qualifications, capabilities, and skills A bachelor’s degree Experience cultivating relationships through delivering Home or Business lending needs
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries. This role is located in the Miami, FL area and will report in the office. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: #J-18808-Ljbffr JPMorgan Chase & Co.- ...maintaining high-net-worth client relationships across banking, lending, and... ...is a unique opportunity to manage and maintain relationships... ...This role is located in the Miami, FL area and will report in the... ...active employment with JPMorgan Chase, you will be required...SuggestedTemporary workWork at officeLocal areaImmediate start
- ...maintaining high-net-worth client relationships across banking, lending, and... ...is a unique opportunity to manage and maintain relationships... ...This role is located in the Miami, FL area and will report in the... ...active employment with JPMorgan Chase, you will be required...SuggestedTemporary workWork at officeLocal areaImmediate start
$225k
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...Job Description Our client is a Community Health group... ...communities of Miami. The Chief of Staff will... ...about building strong relationships with community members,... ...dynamic environment and manage multiple priorities effectively... ...: Location: Miami, FL Schedule: Monday-...Permanent employmentLocal areaMonday to Friday- Registered Client Service Associate -Miami, FL Registered Client Service Associate (Trading and Operations... ...families and family-office style relationships across the U.S., and LATAM, and... ...around wealth creation guided by risk management, with a strong emphasis on capital...Work at officeRemote work2 days per week
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...The Long-Term Care (LTC) Sales Account Manager is responsible for establishing access... ...identifying and developing strategic business relationships with key decision makers and... ...service providers. This role will cover the Miami, FL territory. Responsibilities Establish clinical...Full timeWork experience placementLocal areaImmediate startNight shiftWeekend work$90.08k - $135.12k
...complete service support to client, including solving... ...prospects into Citi Private Bank clients. Assist... ...the existing client relationship through deep-dive analysis... ..., and escalating, managing and reporting control... ...Primary Location: Miami Florida United States...Full time- ...your geographic territory in Miami, FL. Candidates must live... ...Spanish is a plus Source new clients through cold calling (door knocks... ...sales quotas Develop and manage a pipeline of prospects throughout... ...; innate ability to build relationships by interacting with...Temporary workLocal areaRemote workFlexible hours
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...Part-Time Personal / Executive Assistant A private family in Miami Beach is seeking a reliable, organized, and proactive Part-Time Personal... ...suited for someone with strong administrative skills who can manage calendars, book travel, coordinate appointments, handle...Hourly payFull timePart timeWork at officeFlexible hoursDay shift2 days per week- ...National Health Partners. Miami, FL. Chief Medical... ...established and respected MSO managing over 700 providres in... ...Report to the COO and President to develop and... ...used by the company’s client, including policies and... ...Maintain a very close relationship with CMO of all payors...Temporary workLocal area
- ...Sr. Account Director, Client Services This is an onsite role... ...of our office in Doral, FL. This is not a hybrid or remote... .... Headquartered in Miami, FL, Loud And Live's success... ...This role is responsible for managing key account relationships and ensuring that clients are...Contract workWork at officeFlexible hoursShift workNight shiftWeekend work
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...industry. Your Impact Guide clients with the homebuying or... ...home financing sales goals. Manage an active pipeline by following... ...community gatherings. Build relationships with referral partners,... ...year Ability to Commute: Miami, FL 33132 (Required) Ability to...Local areaImmediate startWorldwideRelocation- ...CoStar Data & Analytics - Miami, FL. Job Description Account... ...incentives like our annual President’s Club retreat at a... ...selling new business while managing and growing your client portfolio through the value... ...that empowers you to build relationships, engage new clients, and...Full time
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Territory Account Executive - Miami, FL At TouchSource, we do things differently. We believe in excellence and execution. We create partnerships... ..., qualify, and close new business with property owners, managers, and asset teams. This is a perfect role for a strong seller...Full timeWork at officeMonday to FridayFlexible hoursShift work$268.5k - $330k
...Large Enterprise Account Executive (Miami, FL) US Remote Florida What Is Box? Box... ...) is the leader in Intelligent Content Management. Our platform enables organizations to... ...territory ~ Previous experience building relationships and selling to C level executives ~...Work experience placementWork at officeRemote work3 days per week
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