Private Client Banker — Wealth Advisor for Affluent Clients

JPMorgan Chase & Co.; Lecanto (FL); On-site; USD 45,000 - 70,000; Full time

Job summary

JPMorgan Chase & Co. in Florida seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients and their complete banking relationships. You will grow client balances through referrals and collaboration with internal sources while ensuring access to the right products and services.

The role requires strong communication skills, regulatory knowledge, and flexibility to work weekends and some evenings. Training toward necessary licenses is provided.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Ability to work branch hours, including weekends and some evenings.
• Excellent communication skills.
• Experience cultivating relationships with affluent clients.

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 who can help them with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Affluent client experience

Communication skills

Team orientation

Education

Bachelor's degree

High school diploma

Job description

JPMorgan Chase & Co. in Florida seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients and their complete banking relationships. You will grow client balances through referrals and collaboration with internal sources while ensuring access to the right products and services.

The role requires strong communication skills, regulatory knowledge, and flexibility to work weekends and some evenings. Training toward necessary licenses is provided.