Private Client Banker: Wealth Advisory & Client Growth

JPMorgan Chase

Solon (OH)

On-site

USD 60,000 - 90,000

Full time

8 days ago

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Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and broader customers. You will manage the complete banking relationship, providing education and advice tailored to financial needs and opportunities for growth.

You will collaborate with specialists to connect clients to experts, promote self-service access, and ensure adherence to regulatory requirements while delivering exceptional service in a fast-paced, service-driven

Qualifications

Proven ability to grow client relationships and drive revenue in a banking context.
Experience acquiring new clients and managing a portfolio of affluent clients.
Familiarity with regulatory requirements including Dodd-Frank and TILA.
Strong communication skills and ability to work with diverse clients.
Eligible for required securities licenses (SIE, Series 6/7) or must complete within 180 days of start.

Responsibilities

Share the value of Chase Private Client with eligible clients.
Manage banking relationships with an advice-based approach.
Collaborate with Private Client Advisors, Mortgage Bankers and Business RM to connect clients to specialists.
Enable client self-service options and accessibility 24/7.
Adhere to all banking policies, procedures and regulatory requirements.