Affluent Client Relationship Advisor

Next Frontier Capital; Huntsville (AL); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase in Huntsville, AL seeks a Private Client Banker to manage affluent clients’ banking relationships in the branch using an advisory approach. You will work with specialists to connect clients to experts for complex needs and help clients access self-service tools around the clock.

The role requires strong relationship-building, a track record in financial services, and compliance with all regulations. Weekend/evening hours are possible in a branch-setting.

Qualifications

• SIE exam and FINRA licenses, or must complete within 180 days of starting
• Knowledge of Dodd-Frank/Truth in Lending Act compliance
• Strong communication and relationship-building skills

Responsibilities

• Shares the value of Chase Private Client with eligible clients
• Manages client banking relationships with an advisory approach
• Partners with Specialists to connect clients to experts
• Increases client convenience by promoting self-service options 24/7
• Adheres to banking policies, procedures, and regulatory requirements

Skills

Relationship-building

Client onboarding

Financial services knowledge

Sales and referrals

Regulatory compliance

Education

High school diploma or equivalent

Job description

JPMorgan Chase in Huntsville, AL seeks a Private Client Banker to manage affluent clients’ banking relationships in the branch using an advisory approach. You will work with specialists to connect clients to experts for complex needs and help clients access self-service tools around the clock.

The role requires strong relationship-building, a track record in financial services, and compliance with all regulations. Weekend/evening hours are possible in a branch-setting.