Affluent Client Banker — Wealth Advisory & Growth

Aumni; Northbrook (IL); On-site; USD 75,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Northbrook, IL is seeking a Private Client Banker to manage relationships with affluent clients within the branch network.

You will deliver education and advice to meet financial needs and contribute to the bank’s growth through proactive service. You will collaborate with Specialists to connect clients to mortgage, investment, and advisory services, while ensuring compliance with banking regulations and internal policies.

Qualifications

• SIE exam, FINRA Series 6/7, state registration and Life licenses required or completed within 180 days.
• 1+ year Branch Banking Banker or equivalent experience in financial services.
• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Compliance with Dodd Frank/Truth in Lending Act.
• Ability to work branch hours, including weekends and some evenings.
• Adherence to internal policies, procedures and regulatory requirements.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client relationships with an advice-based approach to fit needs.
• Partners with Specialists to connect clients to experts for specialized needs.
• Makes client lives easier by promoting self-service options available 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Financial services exp

Dodd-Frank compliance

Branch hours availability

Excellent communication

Trust & integrity

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Northbrook, IL is seeking a Private Client Banker to manage relationships with affluent clients within the branch network.

You will deliver education and advice to meet financial needs and contribute to the bank’s growth through proactive service. You will collaborate with Specialists to connect clients to mortgage, investment, and advisory services, while ensuring compliance with banking regulations and internal policies.