Elite Private Client Banker: Wealth Strategy

JPMorgan Chase & Co.; Boca Raton (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Boca Raton seeks a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients, managing their complete banking relationship with a proactive approach.

You will help acquire new clients through referrals, collaborate with specialists, and promote self-service options, while adhering to regulatory requirements and branch hours.

Qualifications

• 1+ year in branch banking or equivalent with success in new client acquisition and revenue generation
• SIE exam, FINRA Series 6/7, state registrations and Life licenses required or to be completed within 180 days
• Compliance with Dodd-Frank/Truth in Lending Act
• Ability to work branch hours, including weekends and some evenings

Responsibilities

• Shares the value of Chase Private Client with eligible clients
• Manages banking relationships with an advice-based approach to meet client needs
• Partners with Specialists to connect clients to experts for specialized financial needs
• Makes lives of clients more convenient by enabling self-service access to accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Excellent communication skills

Relationship management

Affluent client experience

Team oriented

Education

College degree or military equivalent

High school degree or GED

Job description

JPMorgan Chase & Co. in Boca Raton seeks a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients, managing their complete banking relationship with a proactive approach.

You will help acquire new clients through referrals, collaborate with specialists, and promote self-service options, while adhering to regulatory requirements and branch hours.