Private Client Banker - Relationship-Driven Wealth Advisor

JPMorgan Chase & Co.; Virginia (MN); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients and their full banking relationship. The role emphasizes a proactive, advice-based approach, referrals, and collaboration with specialists to meet complex financial needs.

The position requires building long-term client relationships, adherence to regulatory requirements, and flexibility to work branch hours, including weekends and some evenings.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act and other regulatory requirements.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with an advice-based approach.
• Partners with Specialists to connect clients to experts for specialized needs.
• Makes client lives easier by promoting self-service options available 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Excellent communication

Relationship management

Weekend/evening hours

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients and their full banking relationship. The role emphasizes a proactive, advice-based approach, referrals, and collaboration with specialists to meet complex financial needs.

The position requires building long-term client relationships, adherence to regulatory requirements, and flexibility to work branch hours, including weekends and some evenings.