Private Client Banker — Wealth Advisory & Relationships

JPMorgan Chase & Co.; Neenah (WI); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker to serve a select group of affluent clients in the branch, managing their complete banking relationship with an advisory approach.

You will collaborate with specialists to meet complex financial needs and help clients access self-service tools anytime, ensuring regulatory compliance and high-quality education and guidance in money management.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7 and state registration (63/66 if required) and Life licenses must be completed or started within 180 days of starting.
• Compliance with Dodd Frank/Truth in Lending Act requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to offer best products and services.
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts.
• Makes client lives easier by guiding self-service access to accounts 24/7.
• Adheres to banking policies, procedures, and regulatory requirements.

Skills

Relationship building

Client acquisition

Communication skills

Education

High school degree

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker to serve a select group of affluent clients in the branch, managing their complete banking relationship with an advisory approach.

You will collaborate with specialists to meet complex financial needs and help clients access self-service tools anytime, ensuring regulatory compliance and high-quality education and guidance in money management.