JPMorgan Chase
Vice President, Relationship Manager (High-Net-Worth) - JPMorgan Private Client - Irvine, CA
$150K
Irvine, CA · Director · Full-time · Posted Sep 25, 2026
- Experience
- 5+ years in Financial Services, including affluent or complex relationship management and business development.
About the job
Build and grow high-net-worth client relationships by providing tailored banking and lending solutions, coordinating wealth management introductions, and developing new business through prospecting and referrals.
What you'll do
- Deliver personalized financial planning and banking guidance, including in-person client and prospect consultations.
- Build a pipeline and expand the client base through prospecting, networking, and referral partnerships.
- Coordinate across business lines and follow applicable risk, regulatory, and security controls.
What they ask for
- 5+ years in Financial Services, including affluent or complex relationship management and business development.
- A high-net-worth referral network and demonstrated success building trusted client relationships and a new book of business.
- SIE, FINRA Series 7, and FINRA Series 66 (or 63 and 65); unlicensed applicants must obtain licenses through JPMC’s program within 150 days of hire.
- Financial acumen, familiarity with holistic financial planning, and ability to prospect and collaborate to deliver client solutions.
Nice to have
- College degree or military equivalent.
Pay
$150,000 / year base salary; $150,000.00-$150,000.00 USD base salary
Tools
SIE, FINRA Series 7, FINRA Series 66, FINRA Series 63, FINRA Series 65, NMLS
Model-written summary · the original posting is authoritative