Private Client Banker: Wealth Advisory & Client Growth

JPMorganChase; Fox Lake (IL); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase in the United States is seeking a Private Client Banker to be the main point of contact for a select group of affluent clients and other customers in the Branch, managing their complete banking relationship with a proactive approach to growth.

You will acquire new clients by soliciting referrals and developing internal and external sources, while ensuring the best products and services are offered to meet their financial needs.

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 and revenue generation.
• Compliance with Dodd-Frank/Truth in Lending Act and related 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 to match best products and services to client needs.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Facilitates client access to self-service options 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

Sales & referrals

Financial services

Education

High school diploma or GED

Licensing: SIE/Series 6/7

Job description

JPMorgan Chase in the United States is seeking a Private Client Banker to be the main point of contact for a select group of affluent clients and other customers in the Branch, managing their complete banking relationship with a proactive approach to growth.

You will acquire new clients by soliciting referrals and developing internal and external sources, while ensuring the best products and services are offered to meet their financial needs.