National Wealth Advisor & Relationship Manager

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 85,000 - 120,000; Full time

Job summary

A leading financial institution seeks a National Client Banker in Chicago, IL to manage client relationships and ensure optimal wealth management. The ideal candidate has over three years of experience, a Bachelor's degree, and required financial licenses. Responsibilities include advising clients on their financial needs and collaborating with specialists to provide comprehensive service. This position offers a collaborative environment focused on delivering exceptional client experiences.

Qualifications

• Three plus years of work experience in Private Banking or Financial Services.
• Series 7, 66 and Insurance licenses required.
• Proven ability to manage and maintain client relationships.

Responsibilities

• Manage and maintain relationships with clients.
• Generate client referrals and acquire new assets.
• Advise clients on their overall balance sheet and needs.
• Partner with internal specialists for expertise.

Skills

Relationship management

Financial planning

Investment management

Client referrals

Education

Bachelor’s Degree

Job description

A leading financial institution seeks a National Client Banker in Chicago, IL to manage client relationships and ensure optimal wealth management. The ideal candidate has over three years of experience, a Bachelor's degree, and required financial licenses. Responsibilities include advising clients on their financial needs and collaborating with specialists to provide comprehensive service. This position offers a collaborative environment focused on delivering exceptional client experiences.