National Private Banking Relationship Leader

Aumni; Chicago (IL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Mental health support

Tuition reimbursement

Retirement savings plan

Job summary

J.P. Morgan is seeking a National Client Banker in Chicago, Illinois. In this role, you will manage relationships with clients, advise them on wealth management, and generate referrals. You should have at least three years of experience in Private Banking or Financial Services, along with a Bachelor’s Degree and relevant licenses. The position offers a competitive rewards package, including salary and benefits for personal and professional development.

Qualifications

• Three plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates considered with requirements to obtain licenses.

Responsibilities

• Manage and maintain relationships with a large number of clients.
• Generate client referrals and acquire new assets.
• Advise clients on their overall balance sheet.

Skills

Private Banking

Financial Services

Client Relationship Management

Investment Management

Education

Bachelor’s Degree

Tools

Series 7 License

Series 66 License

Insurance License

Job description

J.P. Morgan is seeking a National Client Banker in Chicago, Illinois. In this role, you will manage relationships with clients, advise them on wealth management, and generate referrals. You should have at least three years of experience in Private Banking or Financial Services, along with a Bachelor’s Degree and relevant licenses. The position offers a competitive rewards package, including salary and benefits for personal and professional development.