Private Client Banker - Wealth Advisory Leader

JPMorgan Chase & Co.; Scottsdale (AZ); On-site; USD 65,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Scottsdale is seeking a Private Client Banker to serve a select group of affluent clients, managing their complete banking relationships through a proactive, advice-based approach.

You will collaborate with specialists to connect clients with experts for specialized financial needs and promote self-service access across channels. Compliance with Dodd-Frank and licensing requirements is essential.

Qualifications

• Demonstrated success in acquiring and growing client relationships.
• Ability to work with affluent clients and generate referrals.
• Excellent communication and interpersonal skills.
• Willingness to work long hours including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client relationships with an advice-based approach to offer best-suited products and services.
• Collaborates with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers.
• Facilitates client access to self-service options for 24/7 access to accounts.
• Adheres to banking policies, procedures, and regulatory requirements.

Education

High school degree, GED, or foreign equivalent

Job description

JPMorgan Chase & Co. in Scottsdale is seeking a Private Client Banker to serve a select group of affluent clients, managing their complete banking relationships through a proactive, advice-based approach.

You will collaborate with specialists to connect clients with experts for specialized financial needs and promote self-service access across channels. Compliance with Dodd-Frank and licensing requirements is essential.