Affluent Private Client Banking Advisor

Aumni; Portland (OR); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health care

Retirement plan

On-site wellness

Tuition reimbursement

Financial coaching

Diversity & inclusion

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in the Branch Banking team to serve a select group of affluent clients and broader customers.

You will manage complete banking relationships with an advice-based approach, driving growth and referrals while coordinating with specialists for tailored financial solutions. The role requires strong communication, relationship-building skills, and flexibility to work weekends/evenings.

Qualifications

• Minimum 1 year branch banking or equivalent experience with new client acquisition.
• Familiarity with securities and lending regulatory requirements.
• Ability to work weekends and evenings as needed.

Responsibilities

• Share Chase Private Client value with eligible clients.
• Manage banking relationships with an advice-based approach.
• Partner with specialists to connect clients to experts.
• Promote self-service options to provide 24/7 access.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship building

Sales / revenue generation

Regulatory compliance knowledge

Customer service

Communication skills

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in the Branch Banking team to serve a select group of affluent clients and broader customers.

You will manage complete banking relationships with an advice-based approach, driving growth and referrals while coordinating with specialists for tailored financial solutions. The role requires strong communication, relationship-building skills, and flexibility to work weekends/evenings.