Private Client Banker: Wealth Advisory & Client Growth

JPMorganChase; Sarasota (FL); On-site; USD 57,000 - 70,000; Full time

Job summary

A leading financial services firm in Sarasota, FL is seeking a Private Client Banker to manage banking relationships with affluent clients. The role involves acquiring new clients and providing tailored financial advice. Candidates should have a strong commitment to client service, 1+ year of experience in financial services, and compliance with relevant financial regulations. This position offers a unique opportunity to build lasting relationships and contribute to customer satisfaction.

Qualifications

• 1+ year experience in financial services, especially in Branch Banking.
• Ability to work branch hours, including weekends and some evenings.
• Must comply with Dodd Frank/Truth in Lending Act requirements.

Responsibilities

• Manage banking relationships for affluent clients.
• Solicit referrals to acquire new clients.
• Adhere to regulatory banking requirements.

Skills

Relationship-oriented approach

Excellent communication skills

Client acquisition

Customer relationship management

Education

High school degree or GED

College degree or military equivalent

Job description

A leading financial services firm in Sarasota, FL is seeking a Private Client Banker to manage banking relationships with affluent clients. The role involves acquiring new clients and providing tailored financial advice. Candidates should have a strong commitment to client service, 1+ year of experience in financial services, and compliance with relevant financial regulations. This position offers a unique opportunity to build lasting relationships and contribute to customer satisfaction.