Private Client Banker: Trusted Advisor to Affluent Clients

Testing Site - JPMC; Chicago (IL); On-site; USD 55,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to be the main point of contact for an affluent client base, managing complete banking relationships with a proactive, education-focused approach.

You will collaborate with Specialists to connect clients to experts, promote self-service options, and ensure adherence to all regulatory requirements while driving growth in client balances.

Qualifications

• Must have demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with verifiable success in new client acquisition and revenue generation.
• SIE exam and FINRA Series 6/7 licenses required or must be completed within 180 days of starting.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages clients' banking relationship with an advice-based approach to tailor products and services.
• 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 banking requirements.

Skills

Relationship building

Client acquisition

Communication skills

Team collaboration

Regulatory knowledge

Education

High school diploma or GED

SIE and FINRA Series 6/7 licenses (or eligible)

Tools

NMLS registration

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to be the main point of contact for an affluent client base, managing complete banking relationships with a proactive, education-focused approach.

You will collaborate with Specialists to connect clients to experts, promote self-service options, and ensure adherence to all regulatory requirements while driving growth in client balances.