Private Client Banker: Wealth Advisor for Affluent Clients

JPMorgan Chase & Co.; Nappanee (IN); On-site; USD 52,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in Indiana invites a Private Client Banker to lead client relationships in our branch, focusing on affluent clients and a broad customer base. You will drive growth by offering suitable products, guiding clients toward financial goals, and delivering tailored education and advice.

The role emphasizes collaboration with Specialists and cross-functional teams, leveraging self-service tools and compliant practices to ensure excellent service and long-term relationships.

Qualifications

• Must demonstrate success in acquiring and growing client relationships.

Responsibilities

• Actively manages banking relationships with clients through an advice-based approach.

Skills

Relationship building

New client acquisition

Communication skills

Regulatory compliance

FINRA/NMLS knowledge

Team collaboration

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in Indiana invites a Private Client Banker to lead client relationships in our branch, focusing on affluent clients and a broad customer base. You will drive growth by offering suitable products, guiding clients toward financial goals, and delivering tailored education and advice.

The role emphasizes collaboration with Specialists and cross-functional teams, leveraging self-service tools and compliant practices to ensure excellent service and long-term relationships.