Private Client Banker: Elite Wealth Advisory

JPMorganChase; Chicago (IL); On-site; USD 75,000 - 110,000; Full time

Job summary

JPMorgan Chase in Chicago seeks a Private Client Banker to serve affluent clients and a broader customer base, managing end-to-end banking relationships with an advice-based approach. You will contribute to growth by cross-selling appropriate services and referrals while maintaining compliance and high service standards.

The role requires strong relationship skills, a track record in client acquisition, and adherence to regulatory requirements.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Experience in financial services with verifiable success in acquiring new clients and generating revenue.
• Familiarity with regulatory requirements and licensing expectations.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to deliver suitable products and services.
• Coordinates with Specialists to connect clients to experts for specialized needs.
• Facilitates self-service options for 24/7 access to accounts.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Communication skills

Regulatory compliance knowledge

Banking experience

Education

High School Diploma or GED

Job description

JPMorgan Chase in Chicago seeks a Private Client Banker to serve affluent clients and a broader customer base, managing end-to-end banking relationships with an advice-based approach. You will contribute to growth by cross-selling appropriate services and referrals while maintaining compliance and high service standards.

The role requires strong relationship skills, a track record in client acquisition, and adherence to regulatory requirements.