Private Client Banker: Wealth Advisory & Relationship Lead

JPMorganChase; Lake Wylie (SC); Sur place; USD 70 000 - 95 000; Plein temps

Résumé du poste

JPMorganChase 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, offering education and tailored advice to help clients maximize their finances, while coordinating with specialists for more complex needs.

The role emphasizes a proactive service approach, adherence to regulatory requirements, and weekend hours.

Qualifications

• Demonstrated success in growing client relationships and revenue in financial services.
• Ability to solicit referrals and develop internal and external sources.
• Familiarity with banking regulations and consumer compliance requirements.

Responsabilités

• 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 who can help with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Connaissances

Relationship building

New client acquisition

Financial products knowledge

Regulatory compliance

Formation

High school diploma or GED

College degree preferred

Description du poste

JPMorganChase 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, offering education and tailored advice to help clients maximize their finances, while coordinating with specialists for more complex needs.

The role emphasizes a proactive service approach, adherence to regulatory requirements, and weekend hours.