Private Client Banker: Build Wealth for Affluent Clients

JPMorgan Chase & Co.; Sugar Hill (GA); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Georgia is seeking a Private Client Banker to be the main contact for affluent clients within a Branch.

You will manage complete banking relationships, proactively grow balances, and solicit referrals while coordinating with specialists for tailored financial needs. The role emphasizes an advice-based approach, coverage of branch hours including weekends, and strict adherence to regulatory requirements.

Qualifications

• Proven ability to acquire and deepen client relationships.
• Experience in financial services and revenue generation.
• Willingness to obtain required licenses (SIE, FINRA 6/7, state licenses) or have completed within 180 days.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships with an advice-based approach to meet client needs.
• Partner with Specialists to connect clients to experts for specialized financial needs.
• Make lives easier by guiding clients to self-service options 24/7 access.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

New client acquisition

Financial services experience

Licensing readiness (SIE/FINRA)

Dodd-Frank/TILA compliance

High school education

Weekend/evening availability

Communication skills

College degree or military equivalent

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Georgia is seeking a Private Client Banker to be the main contact for affluent clients within a Branch.

You will manage complete banking relationships, proactively grow balances, and solicit referrals while coordinating with specialists for tailored financial needs. The role emphasizes an advice-based approach, coverage of branch hours including weekends, and strict adherence to regulatory requirements.