JPMorgan Vice President Private Client Relationship Manager – Miami, FL
On-site · Miami, Florida, United States
Job Summary
Manage and maintain high-net-worth client relationships across banking, lending, and investments; conduct in-person calls with prospects and clients at their places of business and other external locations; identify opportunities to deepen primary banking, investments, and lending relationships; collaborate with partners across lines of business to connect clients with JPMorganChase capabilities; ensure solutions meet clients’ needs through holistic goals-based planning while adhering to risk and regulatory policies; leverage internal partnerships to deliver multi-product solutions; demonstrate success in growing sales by deepening relationships across product lines; required licenses include Series 7 and 66 (or 63 and 65) with licensing to be obtained within 150 days; bachelor’s degree preferred; role located in Miami and in-office.
Required Qualifications
- Series 7 and 66 (or 63 and 65) licenses (or ability to obtain within 150 days)
- A bachelor’s degree
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