Private Client Banker: Wealth Advisory & Relationships

JPMorganChase; Scottsdale (AZ); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Commission-based pay potential

Health care coverage

Retirement savings plan

Total rewards program

Job summary

Chase Private Client Bank in Scottsdale seeks an experienced Private Client Banker to manage affluent clients' banking relationships with an advice-based approach. You will solicit referrals, coordinate with specialists, and help clients access accounts across channels.

The role requires compliance with financial regulations, ability to work extended hours, and a focus on delivering the Chase Customer Promise while growing client balances.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services; proven success in acquiring, cultivating and maintaining client relationships and revenue.
• SIE exam, FINRA Series 6/7, state registrations (63/66 if required) and Life licenses required or to be completed within 180 days of starting.
• 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

• Actively manages client banking relationships with an advice-based approach to ensure clients receive the best products and services.
• Partner with Specialists to connect clients to experts for specialized financial needs.
• Share and set up self-service options to access accounts 24/7.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Customer service

Communication skills

Sales-oriented

Education

High school diploma or GED

College degree or military equivalent

Job description

Chase Private Client Bank in Scottsdale seeks an experienced Private Client Banker to manage affluent clients' banking relationships with an advice-based approach. You will solicit referrals, coordinate with specialists, and help clients access accounts across channels.

The role requires compliance with financial regulations, ability to work extended hours, and a focus on delivering the Chase Customer Promise while growing client balances.