Private Client Banker & Wealth Advisor

JPMorgan Chase; Morrisville (Bucks County); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase in Morrisville, PA seeks a Private Client Banker to lead relationship-driven banking for affluent clients and provide tailored education and advice. You will manage full banking relationships, expanding balances through referrals and coordinated internal support.

You will collaborate with specialists to meet complex financial needs, while ensuring convenient access to self-service tools and strict adherence to policies and regulations. This is a full-time role in branch operations.

Qualifications

• Experience building client relationships and generating revenue.
• Ability to solicit referrals and grow affluent client bases.
• Knowledge of securities and lending compliance requirements.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach.
• Connects clients to specialists for tailored financial needs.
• Sets up self-service options to access accounts 24/7.
• Adheres to banking policies and regulatory requirements.

Skills

Relationship management

Sales referrals

Financial advising

Communication skills

Compliance knowledge

Education

High school diploma

Bachelor's degree preferred

Job description

JPMorgan Chase in Morrisville, PA seeks a Private Client Banker to lead relationship-driven banking for affluent clients and provide tailored education and advice. You will manage full banking relationships, expanding balances through referrals and coordinated internal support.

You will collaborate with specialists to meet complex financial needs, while ensuring convenient access to self-service tools and strict adherence to policies and regulations. This is a full-time role in branch operations.