Elite Private Client Banker & Wealth Advisor

JPMorganChase; California (MO); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorganChase is seeking a Private Client Banker in Branch Banking to manage the complete banking relationship for affluent clients, leveraging a proactive, advice-based approach to grow balances and revenue. You will cultivate new clients through referrals and internal/external sources, while coordinating with specialists for tailored financial solutions.

The role requires a strong focus on relationship building, excellent communication, and the ability to work flexible branch hours including

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.
• SIE exam and FINRA licenses or must complete within 180 days of starting the role.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

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 for specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

New client acquisition

Communication skills

Compliance knowledge

Team collaboration

Education

High school diploma or GED

Job description

JPMorganChase is seeking a Private Client Banker in Branch Banking to manage the complete banking relationship for affluent clients, leveraging a proactive, advice-based approach to grow balances and revenue. You will cultivate new clients through referrals and internal/external sources, while coordinating with specialists for tailored financial solutions.

The role requires a strong focus on relationship building, excellent communication, and the ability to work flexible branch hours including