Elite Private Client Banking Advisor

JPMorgan Chase & Co.; Wauwatosa (WI); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker to manage a select group of affluent clients within a Branch Banking setting.

You will oversee their complete banking relationships and actively solicit referrals to drive growth in balances. The role requires relationship-building skills, a track record in acquiring new clients, and compliance with regulatory requirements including SIE/FINRA and state licenses.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act requirements and licensing.
• Requirement to obtain SIE, FINRA Series 6/7 and state registrations within 180 days of start.
• NMLS registration required under SAFE Act.

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 for specialized financial needs.
• Makes lives of clients more convenient by enabling self-service options 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

New client acquisition

Licensing (SIE/FINRA)

Regulatory compliance

High school diploma

Branch banking experience

Time flexibility

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker to manage a select group of affluent clients within a Branch Banking setting.

You will oversee their complete banking relationships and actively solicit referrals to drive growth in balances. The role requires relationship-building skills, a track record in acquiring new clients, and compliance with regulatory requirements including SIE/FINRA and state licenses.