Private Client Banker: Relationship-Driven Wealth Advisor

JPMorganChase

Winnetka (IL)

On-site

USD 65,000 - 95,000

Full time

3 days ago
Be an early applicant
Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Job summary

JPMorgan Chase in Winnetka, IL is seeking a Private Client Banker to serve a select group of affluent clients and manage their complete banking relationships. You will proactively solicit referrals and develop internal and external sources to grow client balances.

The role requires adherence to regulatory standards, licensing where applicable, and the ability to work extended branch hours, including weekends and some evenings.

Qualifications

  • Demonstrated success in acquiring and deepening client relationships
  • ,
  • ],
  • job_responsibilities_description

Responsibilities

  • Share the value of Chase Private Client with eligible clients
  • Manage client banking relationships with advice-based approach
  • Coordinate with Specialists to connect clients to experts
  • Enhance client convenience by promoting self-service access
  • Adhere to banking policies and regulatory requirements

Skills

Relationship-building
Branch banking
Licensing: SIE/FINRA
Regulatory compliance
Communication skills
Team orientation
Weekend/evening availability

Education

High school diploma or GED
College degree (preferred)

Job description

JPMorgan Chase in Winnetka, IL is seeking a Private Client Banker to serve a select group of affluent clients and manage their complete banking relationships. You will proactively solicit referrals and develop internal and external sources to grow client balances.

The role requires adherence to regulatory standards, licensing where applicable, and the ability to work extended branch hours, including weekends and some evenings.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Private Client Banking Advisor
Private Client Banking Advisor

JPMorgan Chase & Co. • Winnetka (IL)

On-site
USD 65,000 - 95,000
Private Client Banker: Wealth Relationship Advisor
Private Client Banker: Wealth Relationship Advisor

JPMorgan Chase & Co. • Fox Lake (IL)

On-site
USD 55,000 - 85,000
Private Client Relationship Banker
Private Client Relationship Banker

JPMorgan Chase & Co. • Chicago (IL)

On-site
USD 60,000 - 90,000
Private Client Banker: Wealth Relationship Architect
Private Client Banker: Wealth Relationship Architect

JPMorgan Chase & Co. • Chicago (IL)

On-site
USD 60,000 - 90,000
Private Client Banker: Wealth & Relationship Advisor
Private Client Banker: Wealth & Relationship Advisor

JPMorgan Chase & Co. • Solon (OH)

On-site
USD 55,000 - 95,000
Private Client Banker: Wealth Advisory & Relationships
Private Client Banker: Wealth Advisory & Relationships

JPMorganChase • Austin (TX)

On-site
USD 70,000 - 95,000
Private Client Banker: Wealth Advisory & Relationships
Private Client Banker: Wealth Advisory & Relationships

JPMorganChase • Chicago (IL)

On-site
USD 70,000 - 100,000
Private Client Banker: Wealth Advisor
Private Client Banker: Wealth Advisor

JPMorgan Chase & Co. • Sherman (TX)

On-site
USD 60,000 - 90,000
Private Client Banker: Wealth & Relationship Advisor
Private Client Banker: Wealth & Relationship Advisor

Fairygodboss • Moline (IL)

On-site
USD 60,000 - 90,000
Private Client Banker: Wealth & Relationship Advisor
Private Client Banker: Wealth & Relationship Advisor

JPMorgan Chase & Co. • South Burlington (VT)

On-site
USD 65,000 - 110,000