Affluent Private Client Banking Advisor

Aumni; Mobile (AL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Base salary

Commission

Health care

On-site health centers

Retirement plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. seeks a Private Client Banker to serve a select group of affluent clients within the branch. You will manage the full banking relationship, proactively generating growth and acquiring new clients through referrals and internal/external networks.

You will collaborate with Specialists to connect clients to experts and help them access self-service options around the clock, while ensuring compliance with all policies and regulatory requirements.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Experience in financial services with verifiable revenue generation and new client acquisition.
• Compliance with regulatory requirements and securities licensing expectations.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to optimize products and services.
• Partners with specialists to connect clients to experts for specialized needs.
• Facilitates self-service options for account access 24/7.
• Adheres to banking policies, procedures, and regulatory requirements.

Skills

Relationship-building

New client acquisition

Communication skills

Advising affluent clients

Education

High school diploma

Job description

JPMorgan Chase & Co. seeks a Private Client Banker to serve a select group of affluent clients within the branch. You will manage the full banking relationship, proactively generating growth and acquiring new clients through referrals and internal/external networks.

You will collaborate with Specialists to connect clients to experts and help them access self-service options around the clock, while ensuring compliance with all policies and regulatory requirements.