Private Client Banker & Wealth Advisor

JPMorgan Chase & Co.; Mount Juliet (TN); On-site; USD 65,000 - 90,000; 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 others in the branch. You will manage the full banking relationship with an advice-based approach to drive growth and referrals.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists who can meet complex financial needs. Weekend and some evenings are required.

Qualifications

• Strong, relationship-driven approach to acquiring and growing client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services and revenue generation.
• SIE exam and FINRA Series 6/7, and state registrations (63/66 if required) must be completed within 180 days of start.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school diploma or equivalent or foreign credential.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships with an advice-based approach to optimize products and services.
• Partner with Specialists to connect clients to experts for specialized needs.
• Facilitate access to self-service options for 24/7 account access.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship building

Client acquisition

Excellent communication

Compliance awareness

Education

High school diploma or equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and others in the branch. You will manage the full banking relationship with an advice-based approach to drive growth and referrals.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists who can meet complex financial needs. Weekend and some evenings are required.