Private Client Banker and Wealth Relationship Advisor

JPMorganChase; Atlanta (GA); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm is looking for a Private Client Banker in Atlanta, GA, to provide exceptional service to affluent clients. The successful candidate will focus on building strong client relationships, delivering tailored banking solutions, and utilizing technology to meet client needs. Applicants should have a minimum of one year in banking or financial services. Licenses such as SIE and Series 6 are required. This role offers a rewarding career path along with a comprehensive benefits package.

Qualifications

• 1+ year Branch Banking experience or equivalent in Financial Services sales.
• Ability to resolve client issues quickly and effectively.
• The Securities Industry Essential (SIE) exam and FINRA Series 6 licenses are required.

Responsibilities

• Provide excellent customer service and support to affluent clients.
• Manage client banking relationships and deepening those relationships.
• Educate clients on available technology solutions.

Skills

Relationship-oriented approach

Excellent communication skills

Attention to detail

Ability to create memorable experiences

Education

High school degree or GED

College degree or military equivalent (preferred)

Job description

A leading financial services firm is looking for a Private Client Banker in Atlanta, GA, to provide exceptional service to affluent clients. The successful candidate will focus on building strong client relationships, delivering tailored banking solutions, and utilizing technology to meet client needs. Applicants should have a minimum of one year in banking or financial services. Licenses such as SIE and Series 6 are required. This role offers a rewarding career path along with a comprehensive benefits package.