Private Client Banker: Wealth Advisor for Affluent Clients

JPMorganChase; Munster (IN); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase in the United States seeks a Private Client Banker to serve a select group of affluent clients and other customers within a branch. You will manage complete banking relationships, using a proactive approach to grow balances and referrals, while delivering tailored education and financial guidance.

The role requires strong communication, a client-first mindset, and the ability to work flexible hours, including weekends and some evenings.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 2+ years in Branch Banking or equivalent with track record in new client acquisition and revenue generation.
• SIE exam and FINRA licenses or able to obtain within 180 days of start.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school diploma or GED or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to meet client needs.
• Partners with specialists to connect clients to experts for specialized financial needs.
• Makes clients’ lives easier by enabling self-service options 24/7 access.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Relationship-building

Sales revenue

Customer service

Regulatory compliance

Communication

Proactive advisory

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase in the United States seeks a Private Client Banker to serve a select group of affluent clients and other customers within a branch. You will manage complete banking relationships, using a proactive approach to grow balances and referrals, while delivering tailored education and financial guidance.

The role requires strong communication, a client-first mindset, and the ability to work flexible hours, including weekends and some evenings.