Elite Private Client Banker — Wealth Guidance & Concierge Banking

Aumni; Boca Raton (FL); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Comprehensive health care

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and broader customers within the branch, managing their full banking relationships and driving growth across products and services.

The role emphasizes an advisory, relationship-driven approach, collaboration with Specialists, and ensuring clients have access to self-service options that fit a 24/7 lifestyle. Strong communication and prior branch experience are valued.

Qualifications

• Must have a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Experience in acquiring new clients and growing revenue in financial services.
• Strong communication and collaboration with internal partners.

Responsibilities

• Manage relationships with Chase Private Client and branch customers using an advice-based approach.
• Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts.
• Promote self-service options to access accounts 24/7 and enhance client convenience.
• Adhere to banking policies, procedures and regulatory requirements.

Skills

Relationship building

Client acquisition

Financial services experience

Team orientation

Education

High school diploma

College degree

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and broader customers within the branch, managing their full banking relationships and driving growth across products and services.

The role emphasizes an advisory, relationship-driven approach, collaboration with Specialists, and ensuring clients have access to self-service options that fit a 24/7 lifestyle. Strong communication and prior branch experience are valued.