JPMorgan Chase Private Client Relationship Manager, Vice President - Boca and Jupiter, FL
On-site · Boca Raton, Florida, United States or Palm Beach, Florida, United States
Job Summary
Manage and grow high-net-worth client relationships across banking, lending, and investments; provide targeted, holistic financial solutions and exceptional client service; collaborate with partners across JPMorgan Chase to connect clients with the full breadth of capabilities; maintain adherence to risk, regulatory guidelines, and security measures; role may involve prospecting and in-person client visits across Palm Beach area and surrounding locations, with licenses and regulatory requirements including Series 7/66 and NMLS considerations.
Required Qualifications
- Minimum five years of financial services or service sales experience
- Proven trusted relationship builder with a track record of delivering an exceptional client experience
- Demonstrated success driving sales growth across multiple product lines and collaboration in a team environment
- Demonstrated understanding of investments, wealth planning, credit and banking concepts
- Required Licenses: Series 7 and 66 (or 63 and 65); unlicensed candidates considered but must obtain licenses within 150 days of start date
- Bachelor's degree preferred
- NMLS registration under the SAFE Act and compliance with related licensing and regulatory requirements
- Ability to adhere to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators and related background checks
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