Private Client Banker — Wealth Advisory & Relationship Lead

JPMorganChase; Chicago (IL); On-site; USD 80,000 - 110,000; Full time

Job summary

JPMorganChase in the United States seeks a Private Client Banker to serve a selective group of affluent clients, managing their full banking relationship with an advice-based approach.

You will partner with specialists to connect clients to experts for complex financial needs, promote self-service options, and ensure compliance with regulatory requirements while delivering outstanding service and education to support clients' financial goals.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience with client acquisition and revenue generation.
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses, or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma or GED.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Promote Chase Private Client services to eligible clients.
• Manage client relationships with advice-based approach to provide best products.
• Collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers.
• Facilitate self-service access for clients 24/7.
• Adhere to banking policies, procedures, regulatory requirements.

Skills

Relationship building

New client acquisition

Sales & advisory

Communication

Regulatory compliance

Education

High school diploma or GED

Job description

JPMorganChase in the United States seeks a Private Client Banker to serve a selective group of affluent clients, managing their full banking relationship with an advice-based approach.

You will partner with specialists to connect clients to experts for complex financial needs, promote self-service options, and ensure compliance with regulatory requirements while delivering outstanding service and education to support clients' financial goals.