JPMorgan Chase
Vice President, Relationship Manager (High-Net-Worth) - JPMorgan Private Client - San Francisco, CA
$150K
San Francisco, 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 referrals, and developing new business.
What you'll do
- Cultivate client relationships and create personalized financial plans and solutions.
- Develop new business through prospecting, referral networks, and partnerships across business lines.
- Share market and economic insights, facilitate wealth management introductions, and follow risk and regulatory controls.
What they ask for
- 5+ years in Financial Services, including affluent or complex relationship management and business development.
- High-net-worth referral network and demonstrated success building trusted client relationships.
- SIE, FINRA Series 7, and FINRA Series 66 (or FINRA Series 63 and 65); unlicensed applicants must obtain licenses through JPMC’s licensing program within 150 days of hire.
- Financial acumen, familiarity with holistic financial planning, persistence in prospecting, and collaborative client-service skills.
Nice to have
- College degree or military equivalent.
Pay
$150,000 / year USD 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