National Private Banking Senior Associate | Client Wealth Advisor

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in the U.S. Private Bank seeks a National Client Banker to advise families on wealth, balance sheet planning and coordinated solutions across markets.

You will build trusted relationships, deliver tailored guidance and collaborate with specialists to meet client goals. You will manage a large client book, generate referrals, and re‑engage clients through proactive outreach. Strong risk awareness, regulatory adherence and a holistic, goals‑based approach are essential to

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 may apply but must obtain licenses within 90 days).

Responsibilities

• Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate client referrals and acquire new assets from existing client base
• Advise clients on balance sheet, asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of JPMorgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Re-engage with clients though proactive outreach, marketing follow up and CRM data to introduce the Private Bank and refer opportunities to Bankers in local coverage markets
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Skills

Relationship management

Client advisory

Education

Bachelor's Degree

Tools

Series 7

Series 66

Insurance licenses

Job description

JPMorgan Chase & Co. in the U.S. Private Bank seeks a National Client Banker to advise families on wealth, balance sheet planning and coordinated solutions across markets.

You will build trusted relationships, deliver tailored guidance and collaborate with specialists to meet client goals. You will manage a large client book, generate referrals, and re‑engage clients through proactive outreach. Strong risk awareness, regulatory adherence and a holistic, goals‑based approach are essential to