Affluent Private Client Banking Advisor

JPMorgan Chase & Co.; Seattle (WA); On-site; USD 60,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker to serve a select group of affluent clients within a Branch.

You will manage client relationships end-to-end, offering tailored education and advice to help them optimize their finances and access self-service options for 24/7 account access. The role emphasizes proactive relationship-building, new client acquisition, and collaboration with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to address financial

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen 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.
• Compliance with Dodd Frank/Truth in Lending Act.

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 hours a day/7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Communication skills

Education

High school diploma

College degree

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker to serve a select group of affluent clients within a Branch.

You will manage client relationships end-to-end, offering tailored education and advice to help them optimize their finances and access self-service options for 24/7 account access. The role emphasizes proactive relationship-building, new client acquisition, and collaboration with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to address financial