Private Client Banker & Wealth Advisor

Testing Site - JPMC; Feasterville-Trevose (Bucks County); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationship. You will work closely with specialists to connect clients to experts and leverage referrals to grow the client base.

The role emphasizes proactive, education-based advice and adherence to banking regulations, with hours including some weekends and evenings as needed.

Qualifications

• 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.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.

Responsibilities

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

Skills

Relationship-building

Sales experience

Financial services knowledge

Communication skills

Education

High school diploma

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationship. You will work closely with specialists to connect clients to experts and leverage referrals to grow the client base.

The role emphasizes proactive, education-based advice and adherence to banking regulations, with hours including some weekends and evenings as needed.