Talent.com
JPMorgan Private Client Relationship Manager - Los Angeles
JPMorgan Private Client Relationship Manager - Los AngelesJPMorgan Chase • Venice, CA, US
JPMorgan Private Client Relationship Manager - Los Angeles

JPMorgan Private Client Relationship Manager - Los Angeles

JPMorgan Chase • Venice, CA, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Relationship Manager

Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.

As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.

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 client's 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 relationship 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 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
  • Federal Deposit Insurance Act :

    This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

    This role is located in the Los Angeles, CA area and will report in the office.

    Dodd Frank / Truth in Lending Act

    This position is subject to the Dodd Frank / Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act / Dodd Frank Loan Originator requirements.

    In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

    [job_alerts.create_a_job]

    Client Relationship Manager • Venice, CA, US

    [internal_linking.similar_jobs]
    VIP Relationship Manager / Client Success Manager (CSM)

    VIP Relationship Manager / Client Success Manager (CSM)

    Laborintos • Santa Monica, California, .US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Contamos con un equipo sólido y robusto de consultores especializados en búsqueda y selección de personal, así como en consultoría en diversos temas asociado al Talento Humano en múltiples sectores...[show_more]
    [last_updated.last_updated_variable_days]
    Relationship Manager CB

    Relationship Manager CB

    Los Angeles Staffing • Los Angeles, CA, US
    [job_card.full_time]
    Develops and manages relationships with commercial clients in the assigned business segment and / or geographic areas.Presents a variety of product solutions to client needs.Provides responsive, qual...[show_more]
    [last_updated.last_updated_30] • [promoted]
    U.S. Private Bank Private Banker Managing Director

    U.S. Private Bank Private Banker Managing Director

    JPMorganChase • Los Angeles, California, USA
    [job_card.full_time]
    We are actively looking for exceptionally talented individuals who are collaborative confident and motivated to provide a first-class experience to clients within J. If you have an entrepreneurial m...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Managing Director, Mega Client Relationships

    Managing Director, Mega Client Relationships

    Hispanic Alliance for Career Enhancement • Los Angeles, CA, United States
    [job_card.full_time]
    A leading financial services company in Los Angeles is seeking a Senior Relationship Manager to oversee client management for large-scale accounts. You will be responsible for client satisfaction, r...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Relationship Manager

    Relationship Manager

    Consultative Search Group • La Cañada Flintridge, CA, US
    [job_card.full_time]
    Headquartered in California, our client is a top performing financial institution with an exclusive focus on the U.With a strong foundation, and enterprising spirit and a commitment to absolute int...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Relationship Consultant

    Client Relationship Consultant

    Banner Bank • Los Angeles, CA, United States
    [job_card.full_time]
    More than 130 years ago, we started with core values that never go out of style : listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key rea...[show_more]
    [last_updated.last_updated_30] • [promoted]
    FVP, Relationship Manager

    FVP, Relationship Manager

    Cathay Bank - Headquarters • Los Angeles, CA, United States
    [job_card.full_time]
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Client Relationship Manager, Global Clients & Industries

    Senior Client Relationship Manager, Global Clients & Industries

    White & Case LLP • Los Angeles, CA, United States
    [job_card.full_time]
    Senior Client Relationship Manager, Global Clients & Industries.White & Case is an elite global law firm serving leading companies, financial institutions and governments worldwide.Our long history...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Relationship Manager

    Senior Relationship Manager

    Avior Executive Search • Los Angeles, CA, US
    [job_card.full_time]
    New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle.Our client is a boutique ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Relationship Specialist - Arcadia, CA

    Client Relationship Specialist - Arcadia, CA

    Charles Schwab • Lomita, California, US
    [job_card.permanent]
    The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below. As a Client Relationship Specialist (CRS), you have the opportunity to ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Sr. Commercial Banking Relationship Manager

    Sr. Commercial Banking Relationship Manager

    First Bank • El Segundo, CA, United States
    [job_card.full_time]
    Commercial Banking Relationship Manager.Commercial Banking Relationship Manager develops and maintains a client relationship portfolio for a given market area. Drawing on your superior communication...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Private Client Banker Fairfax Los Angeles, CA

    Private Client Banker Fairfax Los Angeles, CA

    JPMorganChase • Los Angeles, California, USA
    [job_card.full_time]
    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships doing the right thing exceeding expectations and having ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Relationship Manager

    Relationship Manager

    Hanmi Bank • Los Angeles, CA, US
    [job_card.full_time]
    The Relationship Manager (“RM”) is responsible for managing and developing a portfolio of new and expanding existing productive and profitable relationship with clients with emphasis on...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Citi Commercial Bank - Mid-Corp Relationship Manager, Director - NBFI

    Citi Commercial Bank - Mid-Corp Relationship Manager, Director - NBFI

    Citigroup • Los Angeles, CA, US
    [job_card.full_time]
    The Mid-Corp Relationship Manager is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business.Typically a small number...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Commercial Banking Relationship Manager - Los Angeles, CA

    Commercial Banking Relationship Manager - Los Angeles, CA

    BankTalent HQ • Los Angeles, CA, United States
    [job_card.full_time]
    California Bank & Trust is looking for a.Commercial Banking Relationship Manager.Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Relationship Banker - Los Angeles Coast Market

    Relationship Banker - Los Angeles Coast Market

    Bank of America • Long Beach, CA, US
    [job_card.full_time]
    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clien...[show_more]
    [last_updated.last_updated_30] • [promoted]
    International Broker, Aon Global Client Network

    International Broker, Aon Global Client Network

    Aon • Los Angeles, CA, United States
    [job_card.full_time] +1
    Are you seeking to be a part of an international team working on large, complex multinational clients?.As part of an industry-leading team, you will be engaged in multinational risk management stra...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Citi Commercial Bank - Director, Relationship Manager - Consumer Products

    Citi Commercial Bank - Director, Relationship Manager - Consumer Products

    Citigroup • Los Angeles, CA, US
    [job_card.full_time]
    Director, Relationship Manager - Consumer Products.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At C...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]