Private Client Banker: Relationship & Wealth Advisory

JPMorganChase; Chicago (IL); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorganChase, a leading financial institution, seeks a Private Client Banker in Branch Banking to manage affluent clients and the overall banking relationship. You will work to grow balances, solicit referrals, and partner with specialists to meet complex financial needs.

The role requires regulatory compliance, appropriate licenses (SIE/6/7/Life), and a commitment to customer education and service excellence. Weekend/evening hours may apply in a busy branch.

Qualifications

• Value-added, relationship-oriented client growth.
• Experience in new client acquisition and revenue generation.
• SIE, FINRA 6/7, state registrations and Life licenses required or within 180 days.

Responsibilities

• Shares Chase Private Client value with eligible clients.
• Manages client relationships with an advice-based approach for the best products and services.
• Partners with Specialists to connect clients to experts for complex needs.
• Facilitates access to self-service options for clients around the clock.
• Adheres to all banking policies and regulatory requirements.

Skills

Relationship building

New client acquisition

Communication skills

Team orientation

Education

High school diploma or equivalent

College degree or military equivalent

Licenses/certifications (SIE, FINRA 6/7, Life)

Dodd-Frank/Truth in Lending Act compliance

Tools

Regulatory banking requirements

Job description

JPMorganChase, a leading financial institution, seeks a Private Client Banker in Branch Banking to manage affluent clients and the overall banking relationship. You will work to grow balances, solicit referrals, and partner with specialists to meet complex financial needs.

The role requires regulatory compliance, appropriate licenses (SIE/6/7/Life), and a commitment to customer education and service excellence. Weekend/evening hours may apply in a busy branch.