Private Client Banker: Relationship-Driven Wealth Advisor

JPMorganChase; Worcester (MA); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in our branch network to serve a select group of affluent clients and other customers. You will manage full banking relationships using an advisory approach and actively solicit referrals to grow client balances.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts for specialized financial needs, while ensuring access to self-service options around the clock.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Strong customer service orientation and effective communication with clients.
• Understanding of regulatory banking requirements and compliance expectations.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationships with an advice-based approach to provide best-fit products and services.
• Partners with Specialists to connect clients to experts for specialized financial needs.
• Facilitates self-service options for clients to access accounts 24/7.
• Adheres to policies and regulatory banking requirements.

Skills

Relationship management

Customer service

Regulatory compliance

Licensing readiness

Communication skills

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in our branch network to serve a select group of affluent clients and other customers. You will manage full banking relationships using an advisory approach and actively solicit referrals to grow client balances.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts for specialized financial needs, while ensuring access to self-service options around the clock.