Private Client Advisor: Wealth & Relationship Builder

JPMorganChase; North Myrtle Beach (SC); On-site; USD 55,000 - 90,000; Full time

Job summary

JPMorganChase is seeking a Branch Banking Banker to grow client relationships and serve as a trusted financial advisor. The role emphasizes private client services, cross-team collaboration, and a commitment to regulatory standards.

Candidates should have the ability to work flexible branch hours, including weekends, and demonstrate a history of revenue generation through quality client service. JPMorganChase highlights diversity and inclusion in its workplace.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services; proven revenue generation.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to provide suitable products and services.
• Partners with specialists to connect clients to experts for complex financial needs.
• Facilitates self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Excellent communication

Relationship cultivation

Team orientation

Branch hours availability

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorganChase is seeking a Branch Banking Banker to grow client relationships and serve as a trusted financial advisor. The role emphasizes private client services, cross-team collaboration, and a commitment to regulatory standards.

Candidates should have the ability to work flexible branch hours, including weekends, and demonstrate a history of revenue generation through quality client service. JPMorganChase highlights diversity and inclusion in its workplace.