Private Client Banker — Elite Wealth Advisory & Relationships

Aumni; Chicago (IL); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker to manage a select group of affluent clients and customers in the Branch. You will drive relationship-based growth, coordinate with specialists, and promote Private Client services.

The position requires SIE/Series 6/7 licenses or completion within 180 days, adherence to Dodd-Frank and lending rules, and the ability to work weekend hours in a branch setting. A high school diploma or equivalent is 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.
• Starting Oct. 1, 2018, 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.
• High school diploma, GED, or foreign equivalent.
• 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 for specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Licensing (SIE/Series 6/7)

Regulatory compliance

High school diploma

Branch banking experience

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker to manage a select group of affluent clients and customers in the Branch. You will drive relationship-based growth, coordinate with specialists, and promote Private Client services.

The position requires SIE/Series 6/7 licenses or completion within 180 days, adherence to Dodd-Frank and lending rules, and the ability to work weekend hours in a branch setting. A high school diploma or equivalent is required.