Affluent Private Banking Advisor

JP Morgan Chase; Willoughby (OH); On-site; USD 55,000 - 95,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking who serves as the primary contact for a select group of affluent clients, managing their banking relationships and driving growth through referrals and internal/external sources. The role emphasizes education, tailored financial advice, and a proactive service mindset.

The position requires an advisory approach, collaboration with specialists, and the ability to work branch hours including weekends and some evenings.

Qualifications

• Proven ability to acquire and deepen client relationships in financial services.
• Experience in branch banking with new client acquisition and revenue generation.
• SIE/Series 6/7 and state registrations required or to be completed within 180 days.
• Compliance with Dodd-Frank/TILA.
• High school diploma or equivalent.
• Ability to work weekends and evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client relationships with an advice-based approach to deliver best products/services.
• Partners with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients to experts.
• Facilitates access to self-service options for clients 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Client acquisition

Regulatory compliance

Sales/referrals

Communication

Education

High school diploma or GED

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking who serves as the primary contact for a select group of affluent clients, managing their banking relationships and driving growth through referrals and internal/external sources. The role emphasizes education, tailored financial advice, and a proactive service mindset.

The position requires an advisory approach, collaboration with specialists, and the ability to work branch hours including weekends and some evenings.