Private Client Banker | Wealth Advisor for Affluent Clients

JPMorgan Chase & Co.; North Myrtle Beach (SC); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their full banking relationship. You will use an advice-based approach to grow balances and drive referrals.

You will collaborate with Specialists to connect clients to experts for specialized needs and promote self-service options for 24/7 access, while complying with banking regulations and internal policies.

Qualifications

• Relationship-building with clients to acquire and deepen accounts.
• Ability to generate new client referrals and expand the client base.
• Compliance with banking regulations and standards (Dodd-Frank/Truth in Lending Act).
• Clear communication to clients about products and services.
• Understanding of financial services products and advisory approaches.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships with an advice-based approach.
• Partner with Specialists to connect clients to experts for financial needs.
• Promote self-service options to access accounts 24/7.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship-building

New client acquisition

Regulatory compliance

Communication

Financial services knowledge

Education

High school degree

College degree

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their full banking relationship. You will use an advice-based approach to grow balances and drive referrals.

You will collaborate with Specialists to connect clients to experts for specialized needs and promote self-service options for 24/7 access, while complying with banking regulations and internal policies.