Private Client Banker - Relationship & Wealth Advisor

JPMorganChase; Mobile (AL); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase seeks a Private Client Banker in Branch Banking to act as the main contact for a curated group of affluent clients, managing their complete banking relationships across the company with a proactive, education-focused approach.

You will grow client balances by soliciting referrals and developing internal and external sources, while coordinating with specialists to provide tailored financial solutions and 24/7 access to self-service options.

Qualifications

• Proven ability to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam and FINRA Series 6/7 and licenses or must be completed within 180 days of starting the role.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationships through an advice-based approach to meet client needs.
• Partners with Specialists to connect clients to experts for specialized financial needs.
• Facilitates access to self-service options for 24/7 account access.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Communication skills

Affluent client relations

Team orientation

Education

High school/GED

College/military equivalent

Job description

JPMorgan Chase seeks a Private Client Banker in Branch Banking to act as the main contact for a curated group of affluent clients, managing their complete banking relationships across the company with a proactive, education-focused approach.

You will grow client balances by soliciting referrals and developing internal and external sources, while coordinating with specialists to provide tailored financial solutions and 24/7 access to self-service options.