Vice President, Relationship Manager (High-Net-Worth) - JPMorgan Private Client - Palo Alto, CA

Vice President Relationship Manager

At JPMorgan Private Client, we help affluent and high-net-worth clients make confident financial decisions by connecting banking, lending, and wealth capabilities across JPMorganChase.

As a Vice President Relationship Manager, you'll build trusted relationships through deep discovery and tailored solutions while growing your business through proactive prospecting and strong partnerships.

Job responsibilities

• Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations.
• Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage - whether short-term, medium-term, or long-term - through a comprehensive and personalized planning approach.
• Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations.
• Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
• Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance.
• Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners, and leveraging these connections to expand the client base and drive business growth.
• Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities.
• Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise.
• Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence.

Required qualifications, capabilities, and skills

• Possess 5+ years in Financial Services, including affluent or complex relationship management and business development.
• Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business.
• Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships.
• Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning.
• Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service.
• The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided.

Preferred qualifications, capabilities, and skills

• Hold a college degree or military equivalent.

The base salary for this position is $150,000 / year. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process.