Private Client Banker: Elite Relationship & Wealth Advisory

Next Frontier Capital; Livonia (MI); On-site; USD 55,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to serve a select client group and broad branch clientele. You will manage full banking relationships with an advisory approach and coordinate with specialists to meet sophisticated financial needs.

The role emphasizes growing client balances, soliciting referrals, and offering education and advice tailored to individuals’ financial goals. Flexibility in hours and strong regulatory awareness are expected.

Qualifications

• Proven success using a relationship-based approach to acquire and deepen client relationships.
• Experience in financial services with new client acquisition and revenue generation.
• Familiarity with securities and lending regulatory requirements.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.

Responsibilities

• Act as the main point of contact for Chase Private Client clients and other customers in the Branch.
• Manage client banking relationships with an advice-based approach to optimize products and services.
• Collaborate with Specialists to connect clients with experts for specialized needs.
• Promote self-service options to provide 24/7 access to accounts.
• Adhere to applicable policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

Dodd-Frank/Truth in Lending Act

Work hours flexibility

Communication skills

Team orientation

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to serve a select client group and broad branch clientele. You will manage full banking relationships with an advisory approach and coordinate with specialists to meet sophisticated financial needs.

The role emphasizes growing client balances, soliciting referrals, and offering education and advice tailored to individuals’ financial goals. Flexibility in hours and strong regulatory awareness are expected.