Private Client Banker - Wealth Advisory

JPMorgan Chase & Co.; Florida; On-site; USD 55,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve affluent clients with a full banking relationship. You will proactively identify opportunities, guide clients to the right products, and collaborate with specialists to meet complex financial needs.

The role emphasizes education, financial advice, and convenient access to services, including self-service options, while maintaining strict regulatory standards.

Qualifications

• 1+ year in branch banking or financial services with revenue generation success.
• SIE exam and FINRA licenses required or to be completed within 180 days.
• Compliance with banking regulations and Truth in Lending Act requirements.

Responsibilities

• Actively manages client relationships with an advice-based approach.
• Partner with Specialists to connect clients with experts for needs.
• Promote self-service options to access accounts 24/7.
• Solicit referrals and develop internal/external sources to grow client base.
• Adhere to all policies and regulatory banking requirements.

Skills

Relationship sales

New client acquisition

Client relationship growth

Excellent communication

Team collaboration

Education

High school diploma

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve affluent clients with a full banking relationship. You will proactively identify opportunities, guide clients to the right products, and collaborate with specialists to meet complex financial needs.

The role emphasizes education, financial advice, and convenient access to services, including self-service options, while maintaining strict regulatory standards.