JPMorgan Private Client Relationship Manager, Vice President - Miami
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.- Job Responsibilities Develop new and manage existing client relationships, providing exceptional service that... ...above. The position is located in the Miami, FL area and will report in the office. Equal Opportunity Employment JPMorgan Chase & Co. is an equal‑opportunity employer...SuggestedTemporary workWork at office
- JPMorgan Chase & Co. is seeking a Client Center Manager for its Miami Private Bank Client Center. This high-visibility role involves overseeing daily operations, managing staff, and ensuring an exceptional experience for clients. Candidates must have a bachelor's degree...Suggested
- ...into a high-visibility role leading Miami’s Private Bank Client Center—where you’ll run world-class daily... ...this fall. As a Client Center Manager in the Private Bank you will lead the... ...Ability to work flexible hours and meet deadlines #J-18808-Ljbffr JPMorgan Chase & Co.SuggestedFor contractorsWork at officeLocal areaFlexible hours
- ...Ocean Bankshares is looking for a VP; Relationship Manager to join their Private Client Services Department in Miami, Florida. This role is focused on originating, structuring, and managing commercial lending portfolios while ensuring compliance with banking regulations...Suggested
- JPMorgan Chase & Co. is seeking a Relationship Manager in Miami to build and maintain high-net-worth client relationships across banking, lending, and investments. The role involves providing exceptional service and targeted financial advice to enhance client experiences...Suggested
- ...AWM, Private Bank, Regional Lending Advisor, Vice President - Miami Miami, Florida, United States Job Description... ...Across Asset & Wealth Management (AWM) , Goldman Sachs empowers clients worldwide to reach their... ...partner, first‑line control, relationship builder, and execution...Worldwide
- ...compliance risk management program. As an independent... ...supports the Private Wealth Management... ...is seeking a Vice President to join our team... ...based out of our Miami office. As part of... ...relating to a range of clients, ensuring strict... ..., able to forge relationships, build consensus,...Work at office
$86.25k - $155k
...CIB Business Control & Risk Management, Vice President - Dallas/MiamiCountry: United States of America Your Journey Starts Here: Santander is a... ...Location:Dallas, TX, Dallas Other Locations:Texas-Dallas,Florida-Miami Organization:Banco Santander S.A. Join our dynamic and...Hourly payContract workWork experience placement$250k - $350k
...conducting business as a differentiated asset management firm focused on long-term, insurance-... ...Partners manages a growing portfolio of private market investments with the objective of... ..."). The firm is headquartered in Miami and has an office in New York. For more...Work at office- ...is expanding its Wealth Management platform in Switzerland and... ...an experienced Senior Relationship Manager to join its Miami office. This is a front-... ...originating and developing new client relationships. The... ...Client scope HNW and UHNW private clients and families Client...Work at officeFlexible hours
$225k
...representing a prestigious Healthcare Group with a network of multispecialty clinics in Miami, FL. Our client is seeking a highly experienced Senior Vice President of Operations to oversee and manage operations across their healthcare network, which includes a surgical center...Local area- ...tailored to the needs of our clients. Doing business with us is easy! Asset Management, where our team of senior... ...an experienced Senior Relationship Manager to join its Miami office. This is a front... ...scope HNW and UHNW private clients and families Client...Work at officeFlexible hours
$270k - $410k
...Charleston, SC | Charlotte, NC | Miami, FL | Nashville, TN | New York... ..., M&A transactions, and private equity deals. Responsibilities... ...Advise public and private company clients on executive compensation and... ...directly with clients and manage sophisticated compensation and...- The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private... ...Wealth Planning can bring to a relationship and work with them to... ..., or Wealth Bench is a plus #J-18808-Ljbffr JPMorgan Chase & Co.Work at office
- ...Managing Director/COO Opportunity Our client is seeking a Managing Director/COO to serve as... ...to the Founder/CEO of a Miami-based ultra-luxury real... .... Build and maintain relationships with investors, family offices... ...real estate, finance, private equity, or investment-...
- ...orientated and delivers premier client service, JP Morgan is the... ...Associate within the Latin America Private Bank at JP Morgan you will... ...and enriching client relationships. You will serve as the primary... ...requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity...Work at office
- Senior Project Manager BMA Architects, Miami FL BMA Architects is seeking an experienced Senior Project... ...highly organized, technically strong, and client-focused architect or project manager... ...residential design for discerning private clients. We value thoughtful...For contractors
$88.32k - $132.48k
Branch Manager SAFE Act The Branch Manager SAFE Act is a senior management... ...of employees, grow sales and client base in coordination with the... ...referral network and relationships with internal partners and external... ...Benefits Primary location: Miami Beach Florida, United States....Temporary work- Job Description Join our Client Service, Experience and Development Business Management team. Our Team of dedicated Business... ...organizational growth. As a Vice President in our Business Management team... ...and sensitive information. #J-18808-Ljbffr JPMorgan Chase & Co.
- ...We are working with a leading Miami / Fort Lauderdale based CPA firm who seek a number of international private client tax seniors and managers. This 500 staff firm have built a reputation for offering their staff challenging work whilst maintaining manageable workings...Remote workOverseas
- ...Goldman Sachs Group, Inc. is seeking a Vice President for their Compliance team in Miami. The role involves monitoring compliance with regulations, assessing financial transactions, and advising on regulatory issues. The ideal candidate will have five years of relevant...
$65k - $75k
...Client Service Manager, Government – Miami, FL Reporting to: Senior Client Service Manager Location: This position... ..., manage and maintain excellent relationships with all nursing staff, hospital... ...SymphonyAI Group (SAIGroup) is a private investment firm building leading global...Work experience placementCasual workLocal areaRemote workAfternoon shift- ...Partnership - Associate Vice-President – Cost Consulting... ...approach with client programs, WT is a... ..., government and private sector clients.... ...and asset management sectors. We are a... ...to be set up in Miami, applicants are asked... ...existing WT client relationships Other Tasks...Permanent employmentContract workWork at officeRelocationRelocation package
- ...content development. Headquartered in Miami, FL, Loud And Live’s success is driven... ...global audiences. Position Summary The Manager, Client Services will effectively deliver full... ...interpersonal skills and the ability to build relationships with vendors and clients. Passionate...Flexible hoursShift workNight shiftWeekend work
- ...A major international sporting event in Miami is seeking a Guest Relations professional to manage the guest support hotline and provide exceptional service during the FIFA World Cup 26™. The ideal candidate has a strong background in hospitality and event management, with...
$123.75k - $225k
Banco Santander SA is looking for a Private Banking - Sr Banker to manage affluent clients in Miami and Houston. This position requires delivering exceptional service and a proactive approach to client relationship management, focusing on clients with over $4MM in investable...$65k - $100k
...building the AI-native private bank for business... ...available in: San Francisco, Miami, New York, and fully... ...at Flex, you will manage a full pipeline at an... ...Build Robust Relationships: Advise customers and... ...Harvard, Thiel Fellowship, JPMorgan, Goldman Sachs, Kabbage...Immediate startRemote workFlexible hours- ...looking for a full-time Chief Investment Officer (CIO) to join their Family Office team in Miami, United States. The CIO will lead the investment strategy, portfolio construction, and manage investment initiatives across various asset classes. The ideal candidate will have...Full timeWork at office
- ...Miami Private Chef Are you a chef who wants to escape the toxic kitchen workplace and work directly with private clients? Join the movement to fight against the processed junk-food giants in favor of mighty organic, home-cooked meals - the fuel that made humans into...Afternoon shift
- ...Engagement Manager Position with Transformation Experience in the Travel Industry... ...an Engagement Manager for one of our clients, a leading Miami-based cruise line. The ideal candidate... ...team, and excellent at managing client relationships. Pre‑project preparation Please note...Flexible hoursShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to JPMorgan Private Client Relationship Manager, Vice President - Miami. Be the first to apply!
- engagement manager Miami, FL
- client relationship manager Miami, FL
- client service manager Miami, FL
- client executive Miami, FL
- client engagement manager Miami, FL
- client services coordinator Miami, FL
- client finance manager Miami, FL
- client services supervisor Miami, FL
- member engagement manager Miami, FL
- client manager Miami, FL


