Private Client Banker: Wealth Advisory & Client Growth

Aumni; Schaumburg (IL); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker to serve a select group of affluent Chase clients and other customers in the Branch. You will manage full banking relationships, delivering advice-based solutions and helping clients access self-service options around the clock.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts, while upholding all regulatory requirements and Chase policies.

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, cultivation, and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act and related regulatory requirements.
• SIE exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses or completion within 180 days of starting.
• High school degree, GED, or foreign equivalent.

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 setting up self-service options to access their accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Communication

Education

High school diploma

College degree or military equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker to serve a select group of affluent Chase clients and other customers in the Branch. You will manage full banking relationships, delivering advice-based solutions and helping clients access self-service options around the clock.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts, while upholding all regulatory requirements and Chase policies.