Private Client Banker: Relationship-Driven Wealth Advisor

JPMorganChase; Florida; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

On-site wellness

Job summary

JPMorganChase in the United States seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationship. You will actively solicit referrals and develop internal and external sources to grow balances and deepen relationships.

We require a strong, education-based approach with regulatory compliance, and you will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients to

Qualifications

• Experience building long-term client relationships and increasing balances.
• Ability to acquire new clients and solicit referrals.
• Familiarity with banking products and regulatory requirements.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships via an advice-based approach.
• Partners with Specialists to connect clients to experts for complex needs.
• Facilitates self-service access for clients 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

New client acquisition

Regulatory compliance

Strong communication

Team collaboration

Education

High school diploma

College degree or military equivalent

Job description

JPMorganChase in the United States seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationship. You will actively solicit referrals and develop internal and external sources to grow balances and deepen relationships.

We require a strong, education-based approach with regulatory compliance, and you will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients to