Private Client Banker: Wealth Advisor for Affluent Clients

JPMorganChase; Eagan (MN); Presencial; USD 55.000 - 85.000; Jornada completa

Descripción de la vacante

JPMorganChase in Minnesota is seeking a Private Client Banker to serve a select group of affluent clients and broader branch customers, managing their banking relationships with an education-and-advice approach.

The role requires regulatory compliance, relevant licenses, and the ability to work weekend and evening hours, while collaborating with specialists to connect clients with tailored financial solutions and services.

Formación

• 1+ year Branch Banking Banker or equivalent experience in financial services
• Compliance with Dodd Frank/Truth in Lending Act
• Starting Oct. 1, 2018, if not registered, SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses must be completed within 180 days
• High school degree, GED, or foreign equivalent
• Adherence to policies, procedures, and regulatory banking requirements
• Ability to work branch hours, including weekends and some evenings

Responsabilidades

• 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 sharing and setting up self-service options to access their accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Conocimientos

Excellent communication skills

Relationship-building

Sales/Business development

Educación

High school diploma or GED

College degree or military equivalent

Descripción del empleo

JPMorganChase in Minnesota is seeking a Private Client Banker to serve a select group of affluent clients and broader branch customers, managing their banking relationships with an education-and-advice approach.

The role requires regulatory compliance, relevant licenses, and the ability to work weekend and evening hours, while collaborating with specialists to connect clients with tailored financial solutions and services.