Elite Private Client Banking Advisor

Fairygodboss; Newtown Square (Delaware County); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker to serve a select group of affluent clients at a Branch. You will manage end-to-end banking relationships, provide education and advice tailored to client needs, and actively solicit referrals to grow the customer base.

The role emphasizes an advice-based approach, collaboration with specialists, and facilitating convenient access to accounts. Strong communication and a long-term career orientation in banking are valued.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Ability to work in a fast-paced banking environment with a focus on client service and education.
• Compliance with Dodd-Frank/Truth in Lending Act and licensing requirements or completion within 180 days.

Responsibilities

• Share the value of Private Client Banking with eligible clients.
• Manage client relationships across the bank with a proactive, advisory approach.
• Partner with Specialists to connect clients to experts for specialized needs.
• Promote self-service options to access accounts 24/7.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Relationship building

Excellent communication

New client acquisition

Regulatory awareness

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase is seeking a Private Client Banker to serve a select group of affluent clients at a Branch. You will manage end-to-end banking relationships, provide education and advice tailored to client needs, and actively solicit referrals to grow the customer base.

The role emphasizes an advice-based approach, collaboration with specialists, and facilitating convenient access to accounts. Strong communication and a long-term career orientation in banking are valued.