JPMorgan Private Client Relationship Manager, Vice President
Not Disclosed•Full-TimeOn-site
location_onCompton & Florence, Compton Avenue, Florence-Firestone, Firestone Park, Los Angeles County, California, 90001, United States
About the Team
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits, and cities grow by delivering solutions to solve all their financial needs.
Our Consumer & Community Banking division serves Chase customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We are proud to lead the U.S. in credit card sales and deposit growth, offering the most-used digital solutions while ranking first in customer satisfaction.
About the Role
As a Relationship Manager in Consumer and Community Banking, you will help clients explore the full financial possibilities their wealth creates. This role is designed for those passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments. You will earn trust by thoroughly understanding client needs, providing targeted advice, and developing thoughtful solutions to deliver an exceptional client experience.
You will act entrepreneurially within a local team, collaborating with partners across various lines of business within JPMorganChase. By leveraging referral networks, you will connect clients across all sectors, ensuring proposed solutions fulfill their needs and objectives in the short, medium, and long term through a holistic goals-based planning approach.
Hiring Process & Compliance
This position is located in the Los Angeles, CA area and requires office presence. The hiring process includes a review of your background to ensure compliance with federal regulations. This role is subject to Section 19 of the Federal Deposit Insurance Act, meaning an employment offer is contingent on a review of criminal conviction history.
Additionally, this position is subject to the Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. An offer is contingent on a review of your criminal conviction history, credit report, and information available through the National Mortgage Licensing System (NMLS). You must demonstrate financial responsibility, good character, and general fitness for the position. Any felony conviction within the last seven years will disqualify you from consideration. Upon active employment, you will be required to register or update your NMLS registration under the SAFE Act of 2008, and continued employment is contingent upon successful registration and timely annual renewals.
Our Culture & Commitment
We recognize that our people are our strength, and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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.
We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.
Work location
Work model: On-site
Compton & Florence, Compton Avenue, Florence-Firestone, Firestone Park, Los Angeles County, California, 90001, United States
Firestone Park, California
Key Responsibilities
- check_circleNetwork with referral sources to generate new banking and investment leads
- check_circleDevelop internal partnerships across lines of business to meet specific client needs
- check_circleProvide holistic goals-based planning to ensure solutions meet client objectives
- check_circleDevelop new and manage existing client relationships with high-net-worth individuals
- check_circleCultivate long-term banking, investment, and lending relationships through in-person client visits
- check_circleAdhere to all risk, control policies, regulatory guidelines, and security measures
Requirements
- verifiedMinimum 5 years financial services or service sales experience
- verifiedEstablished high net worth referral network
- verifiedSeries 7 and 66 licenses (or 63 and 65)
- verifiedBachelor's degree preferred
- verifiedNMLS registration required
Nice to Have
A bachelor's degree. Experience cultivating relationships through delivering Home or Business lending needs.
Benefits & Perks
check_circleComprehensive health care coveragecheck_circleOn-site health and wellness centerscheck_circleRetirement savings plancheck_circleBackup childcarecheck_circleTuition reimbursementcheck_circleMental health supportcheck_circleFinancial coaching
