Private Client Banker & Wealth Advisor

JP Morgan Chase; Topeka (KS); On-site; USD 55,000 - 75,000; Full time

Job summary

JP Morgan Chase is hiring a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers, managing their full banking relationship with a proactive, education-focused approach.

You will collaborate with Specialists to connect clients to experts for specialized needs, while promoting convenient self-service options and maintaining strict adherence to 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 verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• SIE exam, FINRA Series 6/7, state registration and Life licenses required (or completed within 180 days).
• Compliance with Dodd Frank/Truth in Lending Act and regulatory banking requirements.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by setting up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Sales

Communication

Education

High school diploma

Job description

JP Morgan Chase is hiring a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers, managing their full banking relationship with a proactive, education-focused approach.

You will collaborate with Specialists to connect clients to experts for specialized needs, while promoting convenient self-service options and maintaining strict adherence to regulatory requirements.