National Private Banking Relationship Manager

Testing Site - JPMC; Chicago (IL); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

J.P. Morgan’s U.S. Private Bank is seeking a National Client Banker in Chicago to advise families on building, preserving and managing wealth.

You will work with a national coverage team, support from an institutional platform, and leverage investment, planning, credit and banking capabilities to serve high‑impact clients. You will manage a large client book, generate referrals, and partner with internal specialists to provide holistic, goals‑based planning while strictly following risk and

Qualifications

• Three+ years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates considered, but must obtain licenses within 90 days of start date.

Responsabilités

• Manage relationships with a large client base and deliver an exceptional client experience.
• Generate referrals and grow assets from existing clients.
• Advise on balance sheet, asset allocation, wealth planning, credit and banking needs.
• Partner with internal specialists for interdisciplinary client advice.
• Connect clients across all lines of business at J.P. Morgan Chase & Co.
• Ensure solutions meet clients’ needs through holistic planning.
• Re-engage clients via outreach and CRM to refer opportunities.
• Adhere to risk, controls, regulatory guidelines and security measures.

Connaissances

Private banking

Relationship management

Financial services

Formation

Bachelor's degree

Outils

Series 7 license

Series 66 license

Insurance licenses

Description du poste

J.P. Morgan’s U.S. Private Bank is seeking a National Client Banker in Chicago to advise families on building, preserving and managing wealth.

You will work with a national coverage team, support from an institutional platform, and leverage investment, planning, credit and banking capabilities to serve high‑impact clients. You will manage a large client book, generate referrals, and partner with internal specialists to provide holistic, goals‑based planning while strictly following risk and