Private Client Banker & Wealth Advisor

JPMorgan Chase & Co.; Southampton Township (PA); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their complete banking relationships with a proactive, education-focused approach.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts for specialized needs while promoting convenient self-service options and adherence to company policies.

Qualifications

• High school degree or GED required.
• SIE exam and FINRA Series 6/7; state registrations (63/66 if required) within 180 days.
• NMLS registration required under the SAFE Act; must update/add registration after starting.

Responsibilities

• Manage banking relationships for a select group of affluent clients.
• Advise clients to provide best-fit products and services.
• Partner with Specialists to connect clients to experts for financial needs.
• Promote self-service options and accessibility 24/7.
• Follow banking policies, procedures, and regulatory requirements.

Skills

Relationship-building

Communication skills

Sales experience

Team orientation

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their complete banking relationships with a proactive, education-focused approach.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts for specialized needs while promoting convenient self-service options and adherence to company policies.