Affluent Private Client Banking Advisor

JPMorgan Chase & Co.

Chicago (IL)

On-site

USD 65,000 - 110,000

Full time

3 days ago

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Job summary

JPMorgan Chase & Co. in Chicago is seeking a Private Client Banker to serve a select group of affluent clients within the branch. You will manage the full banking relationship, offering tailored education and advice to help clients optimize their finances and reach their goals.

You will work with Specialists to address complex needs, while promoting self-service options for around-the-clock access. The role requires a track record in relationship-building, compliance with banking regulations,

Qualifications

Demonstrated ability to acquire and deepen client relationships.
1+ year in branch banking or equivalent with revenue generation.
Compliance with applicable securities and lending regulations.
Ability to work extended hours including weekends.

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 (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) 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 hours a day/ 7 days a week.
Adheres to policies, procedures, and regulatory banking requirements.