Private Client Banker: Wealth Advisory & Growth

JPMorgan Chase; City of Pewaukee (WI); On-site; USD 75,000 - 120,000; Full time

Job summary

JPMorgan Chase in Wisconsin seeks a Private Client Banker in Branch Banking to be the main contact for affluent clients, managing their banking relationships and delivering education and advice tailored to suit their financial needs.

You will partner with specialists to connect clients to experts, promote self-service options, and ensure adherence to regulatory requirements while supporting new client acquisition and revenue growth.

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, cultivating, and maintaining customer relationships and revenue generation.
• Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
• Compliance with Dodd Frank/Truth in Lending Act*
• High school degree, GED, or foreign equivalent
• Adherence to policies, procedures, and regulatory banking 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, ensuring each client receives the best products and services for their needs.
• Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Client acquisition

Regulatory compliance

Communication skills

Education

High school diploma or GED

Job description

JPMorgan Chase in Wisconsin seeks a Private Client Banker in Branch Banking to be the main contact for affluent clients, managing their banking relationships and delivering education and advice tailored to suit their financial needs.

You will partner with specialists to connect clients to experts, promote self-service options, and ensure adherence to regulatory requirements while supporting new client acquisition and revenue growth.