Affluent Private Client Banking Advisor

JPMorgan Chase & Co.; Woodbury (MN); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients.

You will manage the full banking relationship with a proactive, education-driven approach to help clients grow balances and meet financial goals. You will solicit referrals, develop internal and external sources, and work with specialists to address specialized financial needs.

Qualifications

• Must have proven success in acquiring and deepening client relationships.
• At least 1+ year in branch banking or equivalent in financial services.
• SIE exam and FINRA Series 6/7 and state registrations or must complete within 180 days.

Responsibilities

• Share the value of Chase Private Client to eligible clients.
• Manage banking relationships with an advice-based approach to meet client needs.
• Collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts.
• Facilitate access to self-service options for 24/7 account access.
• Adhere to all policies, procedures and regulatory banking requirements.

Skills

Relationship building

Branch banking experience

SIE exam

FINRA Series 6/7

State registrations

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients.

You will manage the full banking relationship with a proactive, education-driven approach to help clients grow balances and meet financial goals. You will solicit referrals, develop internal and external sources, and work with specialists to address specialized financial needs.