Private Client Banker: Relationship & Wealth Advisory

JPMorgan Chase & Co.; Virginia; On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Virginia is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients, manage their banking relationships, and provide education and advice to help them reach financial goals.

The role emphasizes proactive relationship building, referrals, and collaboration with Specialists to connect clients with experts. Candidates should have bank experience, licensing readiness, and flexible hours.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses required or to be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• 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 clients' banking relationships with an advice-based approach and ensures suitable products.
• Partners with Specialists to connect customers to experts for financial needs.
• Facilitates self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Relationship management

Sales & revenue growth

Communication skills

Financial products knowledge

Education

High school diploma or equivalent

Job description

JPMorgan Chase & Co. in Virginia is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients, manage their banking relationships, and provide education and advice to help them reach financial goals.

The role emphasizes proactive relationship building, referrals, and collaboration with Specialists to connect clients with experts. Candidates should have bank experience, licensing readiness, and flexible hours.