Private Client Banker: Wealth Advisor & Relationship Lead

JPMorgan Chase & Co.; United States; On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to serve a select group of affluent clients and manage their banking relationships across the company.

The role emphasizes proactive, advice-based service, referrals, and collaboration with specialists to meet sophisticated financial needs. The position requires adherence to regulatory requirements and the ability to work branch hours, including weekends and some evenings, with licensing prerequisites to be completed within

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
• SIE exam, FINRA Series 6/7, state registration and Life licenses required or to be completed within 180 days
• Compliance with Dodd Frank/Truth in Lending Act
• National Mortgage Licensing System and Registry (NMLS) registration required upon employment

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 for specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

Client acquisition

Financial services

Education

High school diploma

College degree

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to serve a select group of affluent clients and manage their banking relationships across the company.

The role emphasizes proactive, advice-based service, referrals, and collaboration with specialists to meet sophisticated financial needs. The position requires adherence to regulatory requirements and the ability to work branch hours, including weekends and some evenings, with licensing prerequisites to be completed within