Private Client Banker: Elite Wealth Relationships

JPMorganChase; Orlando (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorganChase in Orlando, FL seeks a Private Client Banker to deliver personalized banking solutions to affluent clients and manage relationships across Chase products. You will provide hospitality, refer digital tools, and work with experts to address sophisticated financial needs.

This role requires SIE and FINRA Series 6 licensing, state registrations, and weekend/evening availability, with licenses obtained within 180 days.

Qualifications

• SIE, FINRA Series 6 and state registrations required; licensing within 180 days.
• Experience in financial services sales with new client acquisition and revenue growth.
• Ability to build and deepen client relationships with a service focus.

Responsibilities

• Put clients first and exceed expectations with a welcoming environment.
• Manage banking relationships using an advice-based approach to recommend solutions.
• Communicate clearly to understand needs, build trust, and anticipate requirements.
• Educate clients on digital tools like mobile app and Chase.com for convenience.
• Learn products and procedures quickly to consult with clients and connect them to experts.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship skills

Banking experience

Communication skills

Regulatory compliance

Licensing knowledge

High school diploma

SIE exam

FINRA Series 6

State registrations

Weekend availability

Education

High school diploma

College degree

Job description

JPMorganChase in Orlando, FL seeks a Private Client Banker to deliver personalized banking solutions to affluent clients and manage relationships across Chase products. You will provide hospitality, refer digital tools, and work with experts to address sophisticated financial needs.

This role requires SIE and FINRA Series 6 licensing, state registrations, and weekend/evening availability, with licenses obtained within 180 days.