Private Client Banker: Wealth Advisor for Affluent Clients

Next Frontier Capital; Saint Paul (MN); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in a branch role to manage a select group of affluent clients, building lasting relationships and providing tailored financial education and advice.

You will solicit referrals and develop internal and external sources to grow client balances. You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts who meet their complex needs, while guiding them to self-service

Qualifications

• Relationship-based approach to acquire and deepen client relationships
• 1+ year Branch Banking Banker or equivalent experience in financial services
• SIE exam and state licenses or must complete within 180 days
• Compliance with Dodd-Frank/Truth in Lending Act
• High school degree or 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 optimize products and services
• Partners with Specialists to connect clients to experts for specialized needs
• Occasionally sets up self-service options for clients to access accounts 24/7
• Adheres to banking policies, procedures and regulatory requirements

Skills

Relationship building

New client acquisition

Communication

Regulatory compliance

Education

High school diploma or GED

Tools

NMLS registration

FINRA Series 6/7

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in a branch role to manage a select group of affluent clients, building lasting relationships and providing tailored financial education and advice.

You will solicit referrals and develop internal and external sources to grow client balances. You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts who meet their complex needs, while guiding them to self-service