Private Client Banker — Relationship-Driven Wealth Advisor

JPMorganChase

Chicago (IL)

On-site

USD 65,000 - 90,000

Full time

4 days ago
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Benefits offered by this job

Health care coverage
On-site wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Job summary

JPMorganChase in Chicago is seeking a Private Client Banker in Branch Banking to serve affluent clients and manage complete banking relationships with proactive advice and referrals. You will partner with specialists to meet financial needs, promote self-service access, and ensure compliance with Dodd-Frank and Truth in Lending Act while working flexible hours including weekends.

This role requires relationship skills, new client acquisition, and the ability to build long-term client

Qualifications

  • Proven ability to acquire and deepen client relationships.
  • 1+ year branch banking or financial services experience.
  • SIE and FINRA licensing or willingness to complete within 180 days.
  • Compliance with Dodd-Frank/Truth in Lending Act.
  • Ability to work branch hours, including weekends and some evenings.
  • College degree or military equivalent.

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 experts.
  • Promotes self-service options for 24/7 access.
  • Adheres to policies, procedures, and regulatory requirements.

Skills

Relationship management
New client acquisition
Financial services
Communication
Team collaboration
Regulatory compliance

Education

High school diploma
College degree or military equivalent

Job description

JPMorganChase in Chicago is seeking a Private Client Banker in Branch Banking to serve affluent clients and manage complete banking relationships with proactive advice and referrals. You will partner with specialists to meet financial needs, promote self-service access, and ensure compliance with Dodd-Frank and Truth in Lending Act while working flexible hours including weekends.

This role requires relationship skills, new client acquisition, and the ability to build long-term client

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