Elite Private Client Banker: Grow Affluent Relationships

Fairygodboss

Newton (MA)

On-site

USD 70,000 - 90,000

Full time

5 days ago
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Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationship. You will actively solicit referrals and collaborate with specialists to address clients' financial needs, while promoting self-service tools for 24/7 access.

The role emphasizes relationship-building, regulatory compliance, and dedication to delivering high-quality financial guidance within a branch setting.

Qualifications

  • Proven success in acquiring and deepening client relationships.
  • Experience generating revenue through advisory services.
  • Ability to work in a regulated financial environment.

Responsibilities

  • Shares the value of Chase Private Client with eligible clients.
  • Manages banking relationships with an advice-based approach.
  • Partners with specialists to connect clients to experts.
  • Increases client convenience by guiding self-service access.
  • Adheres to banking policies and regulatory requirements.

Skills

Relationship-building
New client acquisition
Advisory sales
Excellent communication

Education

High school diploma or GED
College degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationship. You will actively solicit referrals and collaborate with specialists to address clients' financial needs, while promoting self-service tools for 24/7 access.

The role emphasizes relationship-building, regulatory compliance, and dedication to delivering high-quality financial guidance within a branch setting.

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