Private Client Banker: Affluent Wealth Advisor

Aumni; Waukegan (IL); Sur place; USD 65 000 - 95 000; Plein temps

Avantages offerts par ce poste

Health care

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Résumé du poste

JPMorgan Chase & Co. seeks a Private Client Banker to serve a select group of affluent clients in-branch, managing complete banking relationships with an advisory approach.

You will partner with specialists to fulfill clients’ complex financial needs and promote 24/7 self-service options. The role requires a track record in client acquisition, strong communication, and the ability to work weekends/evenings.

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, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act and related regulatory requirements.
• National Mortgage Licensing System (NMLS) registration and SAFE Act compliance.
• Ability to work branch hours, including weekends and some evenings.

Responsabilités

• Share the value of Chase Private Client with eligible clients.
• Manage client relationships with an advice-based approach to provide best-fit products and services.
• Partner with Specialists to connect clients to experts for specialized needs.
• Make client lives easier by promoting self-service options available 24/7.
• Adhere to policies, procedures, and regulatory requirements.

Connaissances

Relationship-building

Sales experience

Communication skills

Formation

High school diploma or GED

SIE/ Series 6/7 Licenses

Description du poste

JPMorgan Chase & Co. seeks a Private Client Banker to serve a select group of affluent clients in-branch, managing complete banking relationships with an advisory approach.

You will partner with specialists to fulfill clients’ complex financial needs and promote 24/7 self-service options. The role requires a track record in client acquisition, strong communication, and the ability to work weekends/evenings.