Affluent Client Relationship Advisor

JPMorgan Chase & Co.; Evanston (IL); On-site; USD 45,000 - 60,000; Full time

Job summary

JPMorgan Chase & Co. in Evanston, Illinois is seeking a Private Client Banker to manage a banking relationship with affluent clients, providing tailored financial solutions. You will focus on client acquisition and work collaboratively with specialists to enhance client experiences. The ideal candidate will have proven experience in financial services and possess excellent communication skills.

Compliance with regulatory requirements and the ability to work brach hours, including weekends, are essential. This role offers an opportunity to build meaningful relationships while helping clients navigate their financial journeys.

Qualifications

• 1+ year of experience in financial services with success in client acquisition.
• Compliance with Dodd Frank/Truth in Lending Act requirements.
• Ability to manage a banking relationship and generate growth.

Responsibilities

• Manage the complete banking relationship of affluent clients.
• Acquire new clients through referrals and internal sources.
• Partner with specialists to meet customer financial needs.

Skills

Relationship-oriented approach

Excellent communication skills

Client acquisition experience

Ability to work branch hours

Education

High school degree, GED, or foreign equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Evanston, Illinois is seeking a Private Client Banker to manage a banking relationship with affluent clients, providing tailored financial solutions. You will focus on client acquisition and work collaboratively with specialists to enhance client experiences. The ideal candidate will have proven experience in financial services and possess excellent communication skills.

Compliance with regulatory requirements and the ability to work brach hours, including weekends, are essential. This role offers an opportunity to build meaningful relationships while helping clients navigate their financial journeys.