Private Client Banker: Wealth Advisory & Relationship Lead

Aumni; Scottsdale (AZ); Vor Ort; USD 75.000 - 105.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker in Branch Banking.

You will be the main contact for a select group of affluent clients, managing their complete banking relationship with a proactive, advisory approach to growth, referrals, and internal/external collaboration. The role emphasizes adherence to regulatory requirements, customer education, and a focus on delivering Chase’s Private Client experience within branch settings.

Qualifikationen

• Demonstrated success using a relationship-based approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with revenue generation.
• SIE exam, FINRA Series 6/7, state registration (63/66 as required) and Life licenses required or within 180 days of start.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• Adherence to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.

Aufgaben

• Shares the value of Chase Private Client with eligible clients.
• Manages client relationships with an advice-based approach for products and services.
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients to specialists.
• Facilitates self-service options for clients to access accounts 24/7.
• Adheres to all banking regulations and internal policies.

Kenntnisse

Relationship building

New client acquisition

Financial services

Compliance knowledge

Communication skills

Ausbildung

High school diploma or GED

College degree or military equivalent

Jobbeschreibung

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker in Branch Banking.

You will be the main contact for a select group of affluent clients, managing their complete banking relationship with a proactive, advisory approach to growth, referrals, and internal/external collaboration. The role emphasizes adherence to regulatory requirements, customer education, and a focus on delivering Chase’s Private Client experience within branch settings.