Private Client Banker & Wealth Advisor

JPMorgan Chase & Co.; Dunwoody (GA); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking. You will be the main contact for affluent clients, managing their complete banking relationship and driving growth by referrals and broad product access.

Responsibilities include partnering with specialists to address complex financial needs, promoting 24/7 self-service options, and ensuring compliance with banking regulations. Weekend/evening shifts are required.

Qualifications

• 1+ year experience in branch banking or financial services.
• Willingness to obtain required licenses (SIE, Series 6/7, state licenses).
• Ability to work weekends and evenings.

Responsibilities

• Manage banking relationships for affluent clients and other customers
• Solicit referrals and develop internal/external sources
• Coordinate with Specialists to connect clients with experts
• Promote self-service options for 24/7 access
• Adhere to banking policies and regulatory requirements

Skills

Relationship building

Sales / Revenue generation

Communication skills

Customer service

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking. You will be the main contact for affluent clients, managing their complete banking relationship and driving growth by referrals and broad product access.

Responsibilities include partnering with specialists to address complex financial needs, promoting 24/7 self-service options, and ensuring compliance with banking regulations. Weekend/evening shifts are required.