Private Client Banker & Wealth Advisor

JPMorgan Chase & Co.

Simsbury (CT)

On-site

USD 52,000 - 80,000

Full time

3 days ago

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Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage a select client group within Branch Banking.

You will guide affluent clients through personalized banking relationships, offering education and advice while cross-referring to specialists for specialized needs. You will build convenient, 24/7 self-service access and ensure adherence to bank policies and regulatory requirements.

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 revenue generation.
Completion of SIE/Series 6/7 and state registrations within 180 days or as required.
Compliance with Dodd-Frank/Truth in Lending Act requirements.
Adherence to policies, procedures, and regulatory banking requirements.
Ability to work branch hours, including weekends and some evenings.

Responsibilities

Shares the value of Chase Private Client with eligible clients.
Manages client banking relationships with an advice-based approach to tailor products and services.
Partners with Specialists to connect clients to experts for complex needs.
Facilitates convenient access to self-service options 24/7.
Ensures compliance with banking regulations and internal controls.