Private Client Advisor: Wealth Growth & Banking

JPMorganChase; Wichita (KS); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorganChase in the United States seeks an experienced Private Client Banker to manage affluent clients' banking relationships and drive growth through referrals and services. You will collaborate with specialists to connect clients to experts and provide education and advice tailored to their financial needs.

The role requires a strong commitment to compliance, completing licensing requirements, and working branch hours, including weekends and some evenings.

Qualifications

• Use relationship-based approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE licensing, FINRA 6/7, state registrations and Life licenses or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.

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 sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

SIE licensing

FINRA licenses

Dodd-Frank compliance

Regulatory compliance

Flexible hours

Education

High school diploma or GED

College degree or military equivalence

Job description

JPMorganChase in the United States seeks an experienced Private Client Banker to manage affluent clients' banking relationships and drive growth through referrals and services. You will collaborate with specialists to connect clients to experts and provide education and advice tailored to their financial needs.

The role requires a strong commitment to compliance, completing licensing requirements, and working branch hours, including weekends and some evenings.