Private Client Banker — Wealth Advisor for Affluent Clients

JPMorgan Chase

Henderson (NV)

On-site

USD 57,308,000 - 79,901,000

Full time

5 days ago
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Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Henderson, NV to serve a select group of affluent clients and broader branch customers. You will manage the full banking relationship, delivering education and tailored financial guidance to help clients grow their balances.

The role emphasizes an advice-based approach, proactive referrals, and collaboration with specialists to meet client needs. Weekend hours and occasional evenings are required.

Qualifications

  • Proven success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
  • Experience in financial services with ability to generate revenue and acquire new clients.
  • SIE exam/FINRA Series 6/7 and state licenses or progression to complete within 180 days.
  • Compliance with Dodd-Frank/Truth in Lending Act requirements.
  • High school diploma or equivalent.

Responsibilities

  • Promote Chase Private Client value to eligible clients.
  • Manage client relationships with an advice-based approach to deliver best products and services.
  • Collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists.
  • Facilitate access to self-service options for clients available 24/7.
  • Adhere to all banking policies, procedures and regulatory requirements.

Skills

Relationship-building
New client acquisition
Financial services experience
Regulatory compliance knowledge
Weekend availability

Education

High school degree / GED / foreign equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Henderson, NV to serve a select group of affluent clients and broader branch customers. You will manage the full banking relationship, delivering education and tailored financial guidance to help clients grow their balances.

The role emphasizes an advice-based approach, proactive referrals, and collaboration with specialists to meet client needs. Weekend hours and occasional evenings are required.

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