Private Client Banker & Wealth Advisor

Testing Site - JPMC; Savage (MN); On-site; USD 65,000 - 90,000; Full time

Job summary

Chase, a JPMorgan Chase company, is seeking a Private Client Banker in Branch Banking to be the main contact for affluent clients and other customers. You will manage their banking relationships and provide education and advice tailored to their financial needs.

You will partner with Specialists to connect clients to experts and promote self-service options to access accounts 24/7, while complying with banking regulations and policies.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services with revenue generation
• SIE/Series 6/7 and state registrations and Life licenses required or to be completed within 180 days
• Compliance with Dodd-Frank/Truth in Lending Act and banking regulations
• Ability to work branch hours, including weekends and some evenings
• High school degree, GED, or foreign equivalent

Responsibilities

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

Skills

Relationship management

New client acquisition

Client servicing

Self-service access setup

Regulatory compliance

Communication skills

Financial services knowledge

Education

High School diploma

College degree

Military equivalent

Job description

Chase, a JPMorgan Chase company, is seeking a Private Client Banker in Branch Banking to be the main contact for affluent clients and other customers. You will manage their banking relationships and provide education and advice tailored to their financial needs.

You will partner with Specialists to connect clients to experts and promote self-service options to access accounts 24/7, while complying with banking regulations and policies.