Private Client Banker: Relationship-Driven Wealth Advisor

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Chicago is seeking a Private Client Banker to serve a select group of affluent clients, managing their banking relationships with an advisory approach.

You will collaborate with Specialists to connect clients with mortgage, investment, and business solutions, while promoting self-service options and ensuring compliance.

The role requires strong communication, proven client acquisition, and a commitment to providing tailored financial education.

Qualifications

• Demonstrated success in acquiring and deepening client relationships.
• 1+ year in branch banking or equivalent financial services experience.
• Willingness to obtain required licenses and registrations.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach.
• Partners with Specialists to connect clients to mortgage, wealth, and business experts.
• Promotes self-service options to access accounts 24/7.
• Adheres to banking policies, procedures, and regulatory requirements.

Skills

Excellent communication skills

Relationship-building

Team orientation

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Chicago is seeking a Private Client Banker to serve a select group of affluent clients, managing their banking relationships with an advisory approach.

You will collaborate with Specialists to connect clients with mortgage, investment, and business solutions, while promoting self-service options and ensuring compliance.

The role requires strong communication, proven client acquisition, and a commitment to providing tailored financial education.