Private Client Banker: Wealth Advisory & Relationships

JPMorganChase; Austin (TX); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage complete banking relationships across Chase, using a proactive, advice-based approach to grow client balances and revenues.

You will acquire new clients through referrals and internal/external sourcing, partnering with specialists to meet complex financial needs while promoting convenient access to services.

Qualifications

• 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 relationships and revenue generation.
• Securities Industry Essentials (SIE) exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses required or must be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• 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 to connect customers to experts for 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

Skills

Relationship building

New client acquisition

Regulatory compliance

SIE/FINRA knowledge

Financial services experience

Branch banking

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage complete banking relationships across Chase, using a proactive, advice-based approach to grow client balances and revenues.

You will acquire new clients through referrals and internal/external sourcing, partnering with specialists to meet complex financial needs while promoting convenient access to services.