Private Client Banker - Relationship-Driven Wealth Care

JPMorganChase; Frederick (MD); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in our Branch Banking team to manage affluent clients and their banking relationships. You will proactively solicit referrals, collaborate with specialists, and offer education and advice tailored to clients’ financial needs.

The role requires regulatory compliance, licensing (SIE/Series 6/7 or equivalent), and the ability to work weekend hours. A strong emphasis on customer service and relationship-building is essential.

Qualifications

• Proven ability to acquire and deepen client relationships.
• 1+ year in branch banking or financial services with revenue generation.
• SIE/Series 6/7 and state licenses or must complete within 180 days.
• Compliance with Dodd-Frank/TILA.
• High school degree or equivalent.
• Ability to work branch hours, including weekends.

Responsibilities

• Promote Chase Private Client value to eligible clients.
• Manage client relationships with an advice-based approach.
• Partner with Specialists to connect clients to experts.
• Facilitate self-service access and 24/7 account availability.
• Adhere to regulatory requirements.

Skills

Relationship development

New client acquisition

Customer service

Regulatory knowledge

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker in our Branch Banking team to manage affluent clients and their banking relationships. You will proactively solicit referrals, collaborate with specialists, and offer education and advice tailored to clients’ financial needs.

The role requires regulatory compliance, licensing (SIE/Series 6/7 or equivalent), and the ability to work weekend hours. A strong emphasis on customer service and relationship-building is essential.