Private Client Banker & Wealth Advisor

JPMorgan Chase & Co.; Doylestown (Bucks County); On-site; USD 60,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve affluent clients and broader customers. You will manage complete banking relationships, using an advice-based approach to deliver the best products for clients’ needs.

As part of the role you will collaborate with Specialists to connect clients with experts, and promote self-service access to accounts 24/7 while complying with regulatory requirements and internal policies.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Experience in branch banking with affluent clients and revenue generation.
• Familiarity with regulatory requirements and licensing (SIE/Series 6/7; SAFE Act) and compliance processes.

Responsibilities

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

Skills

Relationship management

New client acquisition

Financial services experience

SIE/Series 6/7 licensing

Regulatory compliance

High school diploma

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve affluent clients and broader customers. You will manage complete banking relationships, using an advice-based approach to deliver the best products for clients’ needs.

As part of the role you will collaborate with Specialists to connect clients with experts, and promote self-service access to accounts 24/7 while complying with regulatory requirements and internal policies.