Private Client Banker: Elite Wealth Relationships

Aumni; North Carolina; On-site; USD 55,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in North Carolina seeks a Private Client Banker to serve a select group of affluent clients within a branch, managing their banking relationships and seeking growth opportunities. You will work with specialists to connect clients to experts and promote seamless self-service options for 24/7 access.

This role requires strong relationship skills, new client acquisition, and compliance with banking regulations, including licensing requirements. Weekend hours may be required.

Qualifications

• Requires SIE exam and FINRA Series 6/7 within 180 days of starting.
• Must comply with Dodd-Frank/Truth in Lending Act.
• National Mortgage Licensing System (NMLS) registration required upon employment.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client relationships with an advice-based approach.
• Partners with Specialists to connect clients to experts.
• Promotes self-service options for 24/7 access to accounts.
• Adheres to banking regulations and internal policies.

Skills

Relationship building

New client acquisition

SIE exam

FINRA Series 6/7

Dodd-Frank compliance

High school diploma

Work hours flexibility

College degree or military equivalent

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in North Carolina seeks a Private Client Banker to serve a select group of affluent clients within a branch, managing their banking relationships and seeking growth opportunities. You will work with specialists to connect clients to experts and promote seamless self-service options for 24/7 access.

This role requires strong relationship skills, new client acquisition, and compliance with banking regulations, including licensing requirements. Weekend hours may be required.