Elite Private Client Banker — Relationship & Growth

Next Frontier Capital; Connecticut; On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Branch Banking seeks a Private Client Banker to serve a select group of affluent clients and other customers, managing their banking relationships with an advice-based approach.

The role involves promoting Chase's Private Client services and connecting clients to specialists for tailored financial solutions. The position requires licensing (SIE/Series 6/7 or equivalent), adherence to Dodd-Frank/Truth in Lending Act, and ability to work weekends/evenings.

Qualifications

• Experience acquiring and deepening client relationships in financial services.
• SIE/Series 6/7 licenses or must be obtained within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Share the value of Chase Private Client with clients that may be eligible.
• Actively manage banking relationships with an advice-based approach.
• Partner with Specialists to connect clients to experts for tailored needs.
• Facilitate self-service options for 24/7 access to accounts.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship-building

New client acquisition

Regulatory compliance

Communication skills

Team orientation

Education

SIE exam

FINRA Series 6/7

State registration (63/66)

Life licenses

High school diploma or GED

Job description

JPMorgan Chase & Co. in Branch Banking seeks a Private Client Banker to serve a select group of affluent clients and other customers, managing their banking relationships with an advice-based approach.

The role involves promoting Chase's Private Client services and connecting clients to specialists for tailored financial solutions. The position requires licensing (SIE/Series 6/7 or equivalent), adherence to Dodd-Frank/Truth in Lending Act, and ability to work weekends/evenings.