Private Client Banker: Wealth Advisor for Affluent Clients

Next Frontier Capital; Sherman (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients and oversee their complete banking relationships. You will grow balances through proactive relationship management and referrals.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts, promote self-service access, and ensure regulatory compliance.

Qualifications

• Demonstrated success building and deepening client relationships.
• Experience acquiring new clients and generating revenue.
• Knowledge of regulatory banking requirements and compliance.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach.
• Partners with Specialists to connect clients to experts.
• Promotes self-service options to access accounts 24/7.
• Adheres to policies and regulatory requirements.

Skills

Relationship banking

New client acquisition

Communication skills

Team orientation

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients and oversee their complete banking relationships. You will grow balances through proactive relationship management and referrals.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts, promote self-service access, and ensure regulatory compliance.