Private Client Banker: Grow Affluent Relationships

JPMorganChase

Henderson (NV)

On-site

USD 70,000 - 100,000

Full time

2 days ago

Be an early applicant

Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Job summary

JPMorgan Chase is seeking a Private Client Banker to serve a select group of affluent clients in-branch. You will manage relationships, provide education and advice, and collaborate with specialists to meet clients' financial needs.

You’ll also promote self-service tools and adhere to regulatory requirements. In this role you’ll develop new client relationships, solicit referrals, and support a proactive approach to growing balances while delivering exceptional service in a dynamic branch

Qualifications

Must have a value-added, relationship-oriented approach to acquire and deepen client relationships.
1+ year in Branch Banking or equivalent with success in new client acquisition and revenue generation.
Regulatory requirements include SIE exam, FINRA Series 6/7 and state licenses (63/66) if not already held, or completion within 180 days.

Responsibilities

Promote Chase Private Client value to eligible clients.
Manage client relationships with an advice-based approach to offer best-fit products and services.
Coordinate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers for specialized needs.
Enable clients to access accounts 24/7 via self-service options.
Adhere to internal controls, policies and regulatory banking requirements.