Private Client Banker: Wealth Advisor & Relationship Lead

Aumni; Skokie (IL); On-site; USD 60,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Illinois seeks a Private Client Banker to manage a select client group, deepening relationships with affluent customers and driving growth. You will coordinate with specialists to meet complex financial needs and promote self-service tools for convenience.

The role requires strong communication, a history of acquiring clients, and compliance with banking regulations, including licensing requirements. Weekend and evening hours are expected.

Qualifications

• Successful, relationship-based client acquisition and revenue growth.
• 1+ year branch banking or equivalent experience in financial services.
• SIE, FINRA Series 6/7 and state registrations and Life licenses (or ability to obtain within 180 days).
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma or GED; additional college degree preferred.
• Willingness to work branch hours, including weekends and some evenings.

Responsibilities

• Share the value of Chase Private Client and connect eligible clients to services.
• Manage client relationships with an advice-based approach for best products and services.
• Partner with Specialists to route clients to experts for complex needs.
• Facilitate access to self-service options for 24/7 banking convenience.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship building

New client acquisition

Communication skills

Finance knowledge

Education

High school or GED

College degree or military equivalent

Licensing (SIE/Series 6/7)

Job description

JPMorgan Chase & Co. in Illinois seeks a Private Client Banker to manage a select client group, deepening relationships with affluent customers and driving growth. You will coordinate with specialists to meet complex financial needs and promote self-service tools for convenience.

The role requires strong communication, a history of acquiring clients, and compliance with banking regulations, including licensing requirements. Weekend and evening hours are expected.