Private Client Banker: Elite Wealth & Client Advisory

JPMorganChase; Pittsburgh (Allegheny County); Sur place; USD 65 000 - 90 000; Plein temps

Résumé du poste

JPMorganChase is seeking a Private Client Banker in a Chase Branch to deliver exceptional hospitality and banking solutions to affluent clients. You will manage complete banking relationships, solicit referrals, and work with a team of experts to meet financial needs.

This role emphasizes relationship-building, client-first service, and compliance within regulatory guidelines. Ideal candidates have banking sales experience, strong communication skills, and the ability to work some

Qualifications

• Proven success in acquiring and deepening client relationships.
• Experience in financial services sales and revenue generation.
• Ability to tailor banking solutions to client needs.

Responsabilités

• Put clients first and deliver attentive, welcoming service.
• Actively manage client banking relationships and cross-sell suitable products.
• Communicate clearly to understand client needs and build trust.
• Encourage use of digital banking tools and services.
• Learn products quickly and collaborate with the team of experts.
• Adhere to policies, procedures, and regulatory requirements.

Connaissances

Relationship-building

Sales experience

Communication skills

Client-focused service

Attention to detail

Regulatory compliance

Formation

High school diploma or GED

Financial industry licenses (SIE, Series 6, 63, Life)

Description du poste

JPMorganChase is seeking a Private Client Banker in a Chase Branch to deliver exceptional hospitality and banking solutions to affluent clients. You will manage complete banking relationships, solicit referrals, and work with a team of experts to meet financial needs.

This role emphasizes relationship-building, client-first service, and compliance within regulatory guidelines. Ideal candidates have banking sales experience, strong communication skills, and the ability to work some