Private Client Banker: Grow Affluent Relationships

Aumni; Exton (PA); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase in the United States is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their full banking relationship with an advice-based approach. You will collaborate with Specialists to connect clients to experts who can assist with specialized financial needs, promote self-service options, and uphold regulatory requirements.

This role requires strong communication, 1+ year banking experience, and willingness to work branch hours,

Qualifications

• Experience acquiring and deepening client relationships
• Knowledge of banking products and services
• Familiarity with securities/FINRA licensing is required or can be completed within 180 days

Responsibilities

• Shares the value of Chase Private Client with eligible clients
• Manages client relationships with an advice-based approach to maximize suitable products
• Partners with Specialists to connect clients to experts for specialized needs
• Facilitates self-service access for clients 24/7
• Ensures compliance with applicable policies and regulatory requirements

Skills

Relationship building

New client acquisition

Communication skills

Regulatory compliance awareness

Account management

Cross-functional collaboration

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorgan Chase in the United States is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their full banking relationship with an advice-based approach. You will collaborate with Specialists to connect clients to experts who can assist with specialized financial needs, promote self-service options, and uphold regulatory requirements.

This role requires strong communication, 1+ year banking experience, and willingness to work branch hours,