Private Client Banker: Elite Wealth & Relationship Advisor

JPMorgan Chase & Co.; Mechanicsville (VA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker to manage the banking relationships of affluent clients in-branch, delivering tailored education and advice to help them meet their financial goals.

The role emphasizes an advisory, relationship-driven approach, collaboration with Specialists, and enabling clients to access 24/7 self-service options. Weekend/evening hours are required as part of branch coverage.

Qualifications

• 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.
• SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses required or to be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.

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

Communication skills

Financial knowledge

Regulatory compliance

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker to manage the banking relationships of affluent clients in-branch, delivering tailored education and advice to help them meet their financial goals.

The role emphasizes an advisory, relationship-driven approach, collaboration with Specialists, and enabling clients to access 24/7 self-service options. Weekend/evening hours are required as part of branch coverage.