Private Client Banker: Wealth Advisory & Relationships

JPMorganChase; Morrisville (Bucks County); On-site; USD 65,000 - 105,000; Full time

Job summary

JPMorganChase is seeking a Private Client Banker in Branch Banking to lead and grow a select group of affluent client relationships. You will manage accounts, offer education and tailored financial advice, and coordinate with specialists to meet complex needs.

Responsibilities include proactive relationship management, adherence to banking regulations, and facilitating access to self-service options for clients. Weekend/evening hours may be required.

Qualifications

• Demonstrated success using a 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 customer relationships and revenue generation.
• SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses required or must be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act (TILA).
• High school diploma, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking requirements.
• 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 (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship-building

Branch banking experience

SIE/Series 6/7 licensing

Dodd-Frank compliance

Time management

Excellent communication

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorganChase is seeking a Private Client Banker in Branch Banking to lead and grow a select group of affluent client relationships. You will manage accounts, offer education and tailored financial advice, and coordinate with specialists to meet complex needs.

Responsibilities include proactive relationship management, adherence to banking regulations, and facilitating access to self-service options for clients. Weekend/evening hours may be required.