Affluent Private Client Banking Advisor

JPMorgan Chase & Co.; Cave Creek (AZ); On-site; USD 60,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage affluent client relationships within a branch.

You will advise on banking products and services, acquire new clients, and collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to meet clients' financial needs. The role emphasizes relationship-building, compliance with banking regulations, and a service-driven approach to provide convenient access to accounts and financial

Qualifications

• Experience acquiring and deepening client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• SIE exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses required or must be completed within 180 days of starting the role.
• Compliance with Dodd Frank/Truth in Lending Act
• NMLS registration under the SAFE Act of 2008; required upon active employment with JPMorgan Chase
• Background checks and licensing requirements as applicable

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
• Partners with Specialists to connect customers to experts who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

New client acquisition

Communication skills

Team orientation

Financial services experience

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage affluent client relationships within a branch.

You will advise on banking products and services, acquire new clients, and collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to meet clients' financial needs. The role emphasizes relationship-building, compliance with banking regulations, and a service-driven approach to provide convenient access to accounts and financial