Private Client Banker - Wealth Advisor & Relationship

Next Frontier Capital; Michigan; On-site; USD 55,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients and other customers. You will nurture relationships, offer tailored education and advice, and contribute to growth across the banking relationship.

The role emphasizes an advice-based approach, collaboration with specialists, and promoting self-service options. Strong communication and a long-term career focus with the firm are valued.

Qualifications

• Proven success using a relationship-based approach to acquire and deepen client relationships.
• 1+ year in branch banking or equivalent financial services with revenue growth.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client relationships with an advice-based approach to offer suitable products and services.
• Partners with Specialists to connect clients with experts for specialized needs.
• Facilitates access to self-service options for 24/7 account control.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Communication

Financial products knowledge

Education

High school diploma or equivalent

Bachelor’s degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients and other customers. You will nurture relationships, offer tailored education and advice, and contribute to growth across the banking relationship.

The role emphasizes an advice-based approach, collaboration with specialists, and promoting self-service options. Strong communication and a long-term career focus with the firm are valued.