Private Client Banker: Wealth Advisor for Affluent Clients

Testing Site - JPMC; Eagan (MN); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to act as the primary contact for a select group of affluent clients and other customers. You will manage the full banking relationship, providing tailored education and guidance to help clients grow and protect their finances.

You will collaborate with specialists to connect clients to the right experts and promote self-service options, all while maintaining compliance with banking regulations and internal policies.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Ability to work with regulatory requirements and adhere to financial policies.
• Experience with soliciting referrals and building internal/external relationships.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage client banking relationships with an advice-based approach.
• Partner with specialists to connect clients to experts.
• Enhance client convenience by promoting self-service options.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

New client acquisition

Compliance knowledge

Banking regulations

Excellent communication

Team orientation

NMLS familiarity

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to act as the primary contact for a select group of affluent clients and other customers. You will manage the full banking relationship, providing tailored education and guidance to help clients grow and protect their finances.

You will collaborate with specialists to connect clients to the right experts and promote self-service options, all while maintaining compliance with banking regulations and internal policies.