Private Client Banker — Wealth Advisor & Relationship Builder

JPMorgan Chase & Co.; Plantation (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Florida seeks a Private Client Banker to manage the banking relationship for affluent clients, delivering tailored education and advice while driving growth across balances.

You will actively solicit referrals and leverage internal and external sources to expand the client base. The role requires strong communication, adherence to regulatory requirements, and a willingness to work with specialists to meet complex financial needs.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act and licensing requirements, or plan to complete within 180 days.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts who can help them with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Client acquisition

Communication skills

Financial services experience

Regulatory compliance knowledge

Education

High school degree or equivalent

Job description

JPMorgan Chase & Co. in Florida seeks a Private Client Banker to manage the banking relationship for affluent clients, delivering tailored education and advice while driving growth across balances.

You will actively solicit referrals and leverage internal and external sources to expand the client base. The role requires strong communication, adherence to regulatory requirements, and a willingness to work with specialists to meet complex financial needs.