Private Client Banker: Wealth Advisory & Client Growth

JPMorganChase; Doylestown (Bucks County); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorganChase in Bucks County, PA seeks a Private Client Banker to manage relationships with affluent clients within the branch and grow balances through an education-based, advisor-led approach.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists, offer tailored education, and expand the client base while upholding regulatory standards.

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.
• Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
• Compliance with Dodd Frank/Truth in Lending Act*
• High school degree, GED, or foreign equivalent
• Adherence to policies, procedures, and regulatory banking requirements
• Ability to work branch hours, including weekends and some evenings

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 (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) 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 management

Branch banking experience

SIE exam

FINRA Series 6/7

State licenses (63/66)

Life licenses

Dodd-Frank compliance

Regulatory compliance

Flexible hours

Communication skills

College degree or military equivalent

Affluent client relationships

Team orientation

Education

High school diploma or equivalent

Job description

JPMorganChase in Bucks County, PA seeks a Private Client Banker to manage relationships with affluent clients within the branch and grow balances through an education-based, advisor-led approach.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists, offer tailored education, and expand the client base while upholding regulatory standards.