Elite Private Client Banker — Wealth & Relationship Advisor

Aumni; Boca Raton (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Wellness centers on-site

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase is seeking a Private Client Banker to manage a select group of affluent clients in Branch Banking in Boca Raton, FL, providing tailored financial guidance and wealth-management support.

You will build lasting relationships, solicit referrals, and collaborate with Specialists to deliver the right products while ensuring regulatory compliance and a superior client experience.

Qualifications

• 1+ year branch banking or equivalent experience in financial services.
• Experience acquiring new clients and building relationships to generate revenue.
• Must obtain SIE and FINRA 6/7 and state registrations within 180 days if not already.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school diploma or GED (or foreign equivalent).
• Ability to work branch hours, including weekends/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 who can help them with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Client acquisition

Communication skills

Education

High school diploma or equivalent

College degree or military experience

Tools

SIE exam

FINRA Series 6/7

State registrations (63/66)

Life licenses

NMLS registration

Job description

JPMorgan Chase is seeking a Private Client Banker to manage a select group of affluent clients in Branch Banking in Boca Raton, FL, providing tailored financial guidance and wealth-management support.

You will build lasting relationships, solicit referrals, and collaborate with Specialists to deliver the right products while ensuring regulatory compliance and a superior client experience.