Affluent Client Relationship Banker

Aumni; West Palm Beach (FL); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

On-site health & wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in Florida seeks a Private Client Banker to manage a select group of affluent clients and other customers in the Branch. You will drive growth by maintaining relationships, soliciting referrals, and coordinating with specialists to meet financial needs.

This role requires a strong commitment to compliance, weekend/evening hours, and ongoing licensing (SIE/Series 6/7, state registrations). The bank emphasizes diversity, inclusion, and comprehensive benefits.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with revenue generation.
• SIE exam and FINRA Series 6/7, state registration and Life licenses or must be completed within 180 days of starting.

Responsibilities

• Actively manages the banking relationship with affluent clients using an advice-based approach.
• Acquire new clients through referrals and develop internal/external sources.
• Coordinate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists.
• Promote self-service options to access accounts 24/7.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

New client acquisition

Excellent communication

Team orientation

Education

High school diploma/GED

Job description

JPMorgan Chase & Co. in Florida seeks a Private Client Banker to manage a select group of affluent clients and other customers in the Branch. You will drive growth by maintaining relationships, soliciting referrals, and coordinating with specialists to meet financial needs.

This role requires a strong commitment to compliance, weekend/evening hours, and ongoing licensing (SIE/Series 6/7, state registrations). The bank emphasizes diversity, inclusion, and comprehensive benefits.