Private Client Banker: Elite Wealth & Relationship Advisor

JPMorganChase

Lake Forest (IL)

On-site

USD 70,000 - 95,000

Full time

14 days+
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Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in our Branch Banking division to serve a select group of affluent clients and broader customers.

You will manage their complete banking relationship with an advisory, value-driven approach, while seeking new client referrals and partnerships to grow balances and revenue. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers, ensuring clients get the right products and access to 24/7

Qualifications

  • Excellent communication with clients and colleagues.
  • Proven ability to acquire and grow client relationships.
  • Strong adherence to policies and regulatory requirements.

Responsibilities

  • Share the value of Chase Private Client with eligible clients.
  • Manage banking relationships with a proactive, advisory approach.
  • Connect clients to specialists for mortgage, wealth, and business needs.
  • Promote self-service options for 24/7 account access.
  • Ensure compliance with banking regulations and internal controls.

Skills

Excellent communication
Relationship building
Client acquisition
Team orientation

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in our Branch Banking division to serve a select group of affluent clients and broader customers.

You will manage their complete banking relationship with an advisory, value-driven approach, while seeking new client referrals and partnerships to grow balances and revenue. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers, ensuring clients get the right products and access to 24/7

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