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JPMorgan Chase Private Client Relationship Manager, Vice President - Miami

Fairygodboss

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 the office environment to generate banking and investment leads Develop strong internal partnerships across all lines of business to best meet clients’ 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 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 Required licenses: Series7 and66 (or63 and65). Unlicensed candidates are considered but must obtain licenses within 150days of start date Preferred qualifications, capabilities, and skills A bachelor’s degree Experience cultivating relationships through delivering home or business lending needs Location and reporting This role is located in the Miami, FL area and will report in the office. Regulatory and compliance requirements FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section19 of the Federal Deposit Insurance Act. An employment offer is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries. Dodd Frank/Truth in Lending Act: This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for loan originators. An employment offer is contingent on review of criminal conviction history, credit report, NMLS information and other relevant data. A felony conviction within the last seven years will disqualify you from consideration. Continued employment is contingent upon compliance with the Truth in Lending Act/Dodd Frank requirements. NMLS Registration: This position requires registration under the SAFE Act of 2008. Upon active employment you must register or update NMLS registration and maintain it in accordance with the SAFE Act, including annual renewal and required updates. Benefits and compensation We offer a competitive total rewards package that includes a base salary determined by role, experience, skill set and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity. 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 compensation and benefits will be provided during the hiring process. EEO Statement We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal‑opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. #J-18808-Ljbffr

Vacancy posted 8 hours ago
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