Private Client Banker & Wealth Advisor

JPMorgan Chase & Co.; Webster Groves (MO); On-site; USD 70,000 - 110,000; Full time

Job summary

Chase is seeking a Private Client Banker to manage and grow banking relationships with affluent clients within a branch setting. You will deliver hospitality, finance solutions, and technology-enabled services while maintaining high standards of client care.

The role emphasizes proactive relationship-building, cross-selling appropriate products, and adherence to banking regulations. Some weekend/evening hours may be required.

Qualifications

• Experience acquiring new clients and deepening relationships in financial services.
• Ability to present banking solutions clearly and consultatively.
• Strong focus on customer-centric, relationship-driven service.
• Knowledge of regulatory banking requirements and risk awareness.
• Ability to work flexible branch hours, including weekends and some evenings.
• Proven success in revenue generation and meeting sales targets.
• Familiarity with technology platforms (mobile banking, online banking, ATMs).

Responsibilities

• Put clients first and exceed their expectations with friendly service.
• Actively manage client banking relationships and provide advice-based product recommendations.
• Communicate clearly to understand needs and build trust with clients.
• Educate clients on technology solutions like mobile app and online banking.
• Learn products and procedures quickly to consult with clients and connect them to specialists.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship-building

Sales experience

Communication skills

Customer service

Client needs assessment

Problem solving

Team collaboration

Education

High school diploma or GED

Job description

Chase is seeking a Private Client Banker to manage and grow banking relationships with affluent clients within a branch setting. You will deliver hospitality, finance solutions, and technology-enabled services while maintaining high standards of client care.

The role emphasizes proactive relationship-building, cross-selling appropriate products, and adherence to banking regulations. Some weekend/evening hours may be required.