JPMorganChase
JPMorgan Private Client Relationship Manager – Palm Beach, FL
JPMorganChase, Florida, New York, United States
JPMorgan Private Client Relationship Manager – Palm Beach, FL
Manage and maintain relationships with high‑net‑worth clients across banking, lending, and investments, earning trust, understanding client needs, and providing tailored advice and solutions.
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 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: Series 7 and 66 (or 63 and 65). Unlicensed candidates are 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.
Regulatory Compliance This position is subject to Section 19 of the Federal Deposit Insurance Act, the Dodd‑Frank/Truth in Lending Act, and the SAFE Act of 2008. An employment offer is contingent upon review of criminal conviction history, credit reports, NMLS registration and other relevant information.
Equal Opportunity Employer 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 mental health or physical disability needs.
#J-18808-Ljbffr
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 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: Series 7 and 66 (or 63 and 65). Unlicensed candidates are 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.
Regulatory Compliance This position is subject to Section 19 of the Federal Deposit Insurance Act, the Dodd‑Frank/Truth in Lending Act, and the SAFE Act of 2008. An employment offer is contingent upon review of criminal conviction history, credit reports, NMLS registration and other relevant information.
Equal Opportunity Employer 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 mental health or physical disability needs.
#J-18808-Ljbffr