Private Client Banker & Wealth Advisor

JPMorganChase; Skokie (IL); On-site; USD 55,000 - 90,000; Full time

Job summary

JPMorganChase Illinois is seeking a Private Client Banker to manage banking relationships for affluent clients and select customers in the branch. You will proactively grow balances by offering education and advice tailored to their financial needs.

You will collaborate with Specialists to connect clients to experts and promote convenient self-service options, while adhering to regulatory requirements and branch hours, including some evenings and weekends.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience with new client acquisition and revenue growth.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• Ability to work branch hours, including weekends and some evenings.
• Licensing: SIE exam, FINRA Series 6/7, state registrations or completed within 180 days.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to provide best-fit products.
• Partners with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers.
• Highlights self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Excellent communication skills

Experience cultivating relationships

Strong team orientation

Commitment to long-term career with a:

Education

College degree or military equivalent

High school degree, GED, or foreign equivalent

Job description

JPMorganChase Illinois is seeking a Private Client Banker to manage banking relationships for affluent clients and select customers in the branch. You will proactively grow balances by offering education and advice tailored to their financial needs.

You will collaborate with Specialists to connect clients to experts and promote convenient self-service options, while adhering to regulatory requirements and branch hours, including some evenings and weekends.