Private Client Banker: Elite Banking & Wealth Advisory

JPMorgan Chase & Co.; Wilmington (NC); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. invites applications for a Private Client Banker in Branch Banking. You will serve a select client group, managing full banking relationships with an advice-based approach, while promoting Chase Private Client services and connecting clients with specialists for complex financial needs.

You will also facilitate 24/7 self-service options, comply with banking regulations, and help grow client balances through referrals and targeted outreach.

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 and revenue generation.
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses required or must be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act and related regulations.
• High school diploma or GED or foreign equivalent.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Acts as the main point of contact, managing banking relationships with education-based guidance and best products.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Makes clients’ lives convenient by enabling self-service access 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Excellent communication

Affluent client relations

Client relationship management

Team oriented

Regulatory compliance

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. invites applications for a Private Client Banker in Branch Banking. You will serve a select client group, managing full banking relationships with an advice-based approach, while promoting Chase Private Client services and connecting clients with specialists for complex financial needs.

You will also facilitate 24/7 self-service options, comply with banking regulations, and help grow client balances through referrals and targeted outreach.