Affluent Client Banking & Wealth Advisor

Testing Site - JPMC; Chicago (IL); On-site; USD 65,000 - 110,000; Full time

Job summary

JPMorgan Chase in Chicago seeks a Private Client Banker in Branch Banking to manage affluent client relationships and provide advice-based financial solutions. You will collaborate with specialists to meet complex needs while promoting self-service options for around-the-clock access.

Compliance with banking policies and regulatory requirements is essential. The role emphasizes growth through referrals, excellent communication, and a commitment to delivering personalized service in a busy branch

Qualifications

• Proven ability to grow client relationships and drive revenue.
• Strong knowledge of banking products and services for affluent clients.
• Adherence to regulatory and internal policies.

Responsibilities

• Manage affluent clients with a proactive, advice-based approach.
• Collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to meet needs.
• Promote self-service options and 24/7 access to accounts.
• Ensure compliance with all banking policies and regulatory requirements.

Skills

Relationship management

Financial advisory

Sales & referrals

Regulatory knowledge

Education

High school diploma

Tools

NMLS system

Job description

JPMorgan Chase in Chicago seeks a Private Client Banker in Branch Banking to manage affluent client relationships and provide advice-based financial solutions. You will collaborate with specialists to meet complex needs while promoting self-service options for around-the-clock access.

Compliance with banking policies and regulatory requirements is essential. The role emphasizes growth through referrals, excellent communication, and a commitment to delivering personalized service in a busy branch