Private Client Banker: Wealth Advisor & Relationship Expert

Next Frontier Capital; Destin (FL); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a selective group of affluent clients and other customers.

You will manage their complete banking relationship with an advice-based approach, offering the best products and services for their needs. You will collaborate with Specialist teams to connect clients with experts for complex financial needs and promote 24/7 self-service access to accounts.

Qualifications

• Demonstrated success using a relationship-focused 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.
• Regulatory compliance with Dodd-Frank/Truth in Lending Act requirements.
• SIE exam and FINRA Series 6/7 and state registrations or completion within 180 days of starting the role.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Actively manages client banking relationships with an advice-based approach to provide best-fit products and services.
• Partner with Specialists to connect clients to experts for specialized financial needs.
• Promote self-service options to access accounts 24/7 and enhance client convenience.
• Adhere to all banking policies, procedures, and regulatory requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

Communication skills

Branch banking experience

Education

High school diploma or equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a selective group of affluent clients and other customers.

You will manage their complete banking relationship with an advice-based approach, offering the best products and services for their needs. You will collaborate with Specialist teams to connect clients with experts for complex financial needs and promote 24/7 self-service access to accounts.