Private Client Banker: Build Wealth for Affluent Clients

Next Frontier Capital; Wilmington (NC); On-site; USD 60,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in our branch network seeks a Private Client Banker to service a select group of affluent clients and other customers by managing their banking relationship with an advice-based approach.

You will work with Specialists to connect clients to experts, promote self-service options, and ensure compliance with banking regulations while delivering superior experiences. Weekend/evening hours required.

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 banking regulations and licensing requirements.

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 who can help them with 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

Client acquisition

Communication skills

Team collaboration

Education

High school diploma or equivalent

Job description

JPMorgan Chase & Co. in our branch network seeks a Private Client Banker to service a select group of affluent clients and other customers by managing their banking relationship with an advice-based approach.

You will work with Specialists to connect clients to experts, promote self-service options, and ensure compliance with banking regulations while delivering superior experiences. Weekend/evening hours required.