Elite Private Client Banking Advisor

JPMorganChase; Solon (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase in Ohio seeks a Private Client Banker to manage affluent clients’ banking relationships with an advice-based approach. You will collaborate with specialists to meet special needs and drive growth through referrals and proactive service.

This role requires weekend/evening hours and relevant licenses or the ability to obtain them. You will be the main point of contact in-branch, helping clients access services and education that align with their financial goals while maintaining

Qualifications

• Proven track record in acquiring and deepening client relationships.
• Experience in financial services with sales and revenue generation.
• Regulatory compliance knowledge (Dodd-Frank/Truth in Lending Act) and licensing requirements.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships with an advice-based approach to offer best-fit products.
• Collaborate with specialists to connect clients with experts for complex needs.
• Enable client access to self-service options 24/7.
• Adhere to banking policies and regulatory requirements.

Skills

Relationship management

New client acquisition

Communication skills

Regulatory compliance

Financial services experience

Education

High school degree or equivalent

Job description

JPMorgan Chase in Ohio seeks a Private Client Banker to manage affluent clients’ banking relationships with an advice-based approach. You will collaborate with specialists to meet special needs and drive growth through referrals and proactive service.

This role requires weekend/evening hours and relevant licenses or the ability to obtain them. You will be the main point of contact in-branch, helping clients access services and education that align with their financial goals while maintaining