Private Client Banker: Wealth Advisory & Client Growth

JPMorgan Chase & Co.; Mequon (WI); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Mequon, WI seeks a Private Client Banker to manage affluent clients, grow relationships, and coordinate with specialists to meet complex financial needs.

You will actively solicit referrals, provide education and advice, and ensure compliant service across branches. Strong communication and a client-first mindset are essential for long-term success in this role.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition and revenue generation.
• Beginning Oct. 1, 2018, Securities Industry Essentials (SIE) exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses are required or must be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.
• Adherence to policies, procedures, and regulatory banking requirements.

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

Financial services

Sales skills

Excellent communication

Team orientation

Education

High school diploma

Job description

JPMorgan Chase & Co. in Mequon, WI seeks a Private Client Banker to manage affluent clients, grow relationships, and coordinate with specialists to meet complex financial needs.

You will actively solicit referrals, provide education and advice, and ensure compliant service across branches. Strong communication and a client-first mindset are essential for long-term success in this role.