Private Client Banker: Elite Wealth Advisor

Testing Site - JPMC; St. Louis (MO); On-site; USD 65,000 - 110,000; Full time

Job summary

JPMorgan Chase in Missouri is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their full banking relationship with education and tailored financial guidance.

You will collaborate with Specialists to connect clients to experts, promote self-service access, and ensure compliance with banking regulations while operating hours include weekends and some evenings.

Qualifications

• Proven success in acquiring and maintaining client relationships and revenue generation.
• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses or must complete within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• Adherence to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.

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

Sales and revenue generation

Communication skills

Time management

Education

High school degree or GED

Job description

JPMorgan Chase in Missouri is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their full banking relationship with education and tailored financial guidance.

You will collaborate with Specialists to connect clients to experts, promote self-service access, and ensure compliance with banking regulations while operating hours include weekends and some evenings.