Affluent Client Banking Advisor

JPMorganChase; Riverview (FL); On-site; USD 55,000 - 95,000; Full time

Job summary

JPMorgan Chase in Florida is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients, managing their complete banking relationships with an advisory approach.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts, and promote self-service options that provide 24/7 access.

Qualifications

• Proven ability to acquire and deepen client relationships.
• At least 1 year in branch banking with revenue growth.
• Complete required licenses within 6 months if not already held.
• Compliance with Dodd-Frank and Truth in Lending Act.
• Must meet standard licensing and background checks.

Responsibilities

• Act as main contact for Chase Private Client and other customers.
• Manage client banking relationships with advice-based service.
• Collaborate with Specialists to connect clients to experts.
• Promote self-service options for 24/7 access.
• Follow banking policies, procedures, and regulatory requirements.

Skills

Relationship-building

New client acquisition

Regulatory compliance

Financial services experience

Excellent communication

Team collaboration

Flexibility in hours

Licensing readiness (SIE/FINRA)

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase in Florida is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients, managing their complete banking relationships with an advisory approach.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts, and promote self-service options that provide 24/7 access.