Affluent Client Advisor – Private Banking

Fairygodboss; Philadelphia (Philadelphia County); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in the Branch Banking team to manage affluent clients and broad banking relationships. You will advise on products, solicit referrals, and work with specialists to meet complex financial needs while promoting self-service access for clients 24/7.

Required qualifications include 1+ year in branch banking, licenses or completion within 180 days, and compliance with regulatory requirements.

Qualifications

• Experience in branch banking and client relationship management.
• SIE exam and FINRA licenses required or must be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships with a proactive, advice-based approach.
• Partner with specialists to connect clients to experts.
• Promote self-service options to access accounts 24/7.
• Adhere to policies and regulatory requirements.

Skills

Relationship building

New client acquisition

Compliance knowledge

Communication skills

Education

High school degree

College degree (preferred)

Job description

JPMorgan Chase is seeking a Private Client Banker in the Branch Banking team to manage affluent clients and broad banking relationships. You will advise on products, solicit referrals, and work with specialists to meet complex financial needs while promoting self-service access for clients 24/7.

Required qualifications include 1+ year in branch banking, licenses or completion within 180 days, and compliance with regulatory requirements.