Private Client Banker: Wealth Advisory & Relationships

JPMorganChase; Mobile (AL); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorganChase is seeking a Private Client Banker in a branch setting to manage a select set of affluent clients, expanding relationships and driving growth. You will work closely with specialists to tailor financial solutions and ensure convenient access to services for clients.

The role requires a focus on compliant banking practices, weekend hours, and a commitment to delivering exceptional service in a fast-paced environment.

Qualifications

• Demonstrated success using a relationship-oriented approach to acquire and deepen client relationships.
• 1+ year in branch banking with new client acquisition and revenue growth.
• Knowledge of SIE/FINRA requirements or willingness to obtain within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.

Responsibilities

• Actively manages banking relationships for Chase Private Client customers.
• Promotes Self-Service options and convenient access to accounts 24/7.
• Collaborates with Specialists (Private Client Advisors, Mortgage Bankers) to address complex needs.
• Adheres to banking policies, procedures, and regulatory requirements.

Skills

Relationship building

Client acquisition

Communication skills

Regulatory compliance

Education

High school diploma

College degree (preferred)

Job description

JPMorganChase is seeking a Private Client Banker in a branch setting to manage a select set of affluent clients, expanding relationships and driving growth. You will work closely with specialists to tailor financial solutions and ensure convenient access to services for clients.

The role requires a focus on compliant banking practices, weekend hours, and a commitment to delivering exceptional service in a fast-paced environment.