Elite Private Client Banker: Build Wealth & Relationships

JPMorgan Chase; Leawood (KS); Vor Ort; USD 65.000 - 90.000; Vollzeit

Benefits dieser Stelle

Health care coverage

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Zusammenfassung

JPMorgan Chase & Co. in Kansas City area seeks a Private Client Banker to serve a select group of affluent clients and manage their comprehensive banking relationship.

The role emphasizes proactive guidance, referrals, and cross-team collaboration to grow client balances. The position requires strong relationship skills, a track record in branch banking, and compliance with regulatory requirements, including licensing where applicable.

Qualifikationen

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year in branch banking or equivalent financial services experience with new client acquisition.
• Familiarity with securities licensing requirements (SIE, Series 6/7, state registrations) or ability to complete within 180 days.
• Compliance with Dodd-Frank/TILA requirements.
• Ability to work branch hours, including weekends and some evenings.

Aufgaben

• Shares the value of Chase Private Client with eligible clients.
• Manages the client relationship with an advice-based approach to provide best-fit products and services.
• Partner with Specialists to connect clients to experts for specialized needs.
• Sets up self-service options to access accounts 24/7 for client convenience.
• Adheres to internal policies, procedures, and regulatory requirements.

Kenntnisse

Relationship building

Sales and revenue growth

Communication skills

Regulatory compliance

Weekend/evening flexibility

Ausbildung

High school diploma or equivalent

Jobbeschreibung

JPMorgan Chase & Co. in Kansas City area seeks a Private Client Banker to serve a select group of affluent clients and manage their comprehensive banking relationship.

The role emphasizes proactive guidance, referrals, and cross-team collaboration to grow client balances. The position requires strong relationship skills, a track record in branch banking, and compliance with regulatory requirements, including licensing where applicable.