Private Client Banker: Wealth Advisory & Relationships

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

Job summary

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their complete banking relationship with a proactive advisory approach. You will grow client balances by soliciting referrals and leveraging internal and external sources.

The role requires delivering tailored financial education and advice while ensuring adherence to regulatory requirements and providing exceptional service within a branch setting.

Qualifications

• Excellent communication skills and ability to build relationships with clients.
• Proven track record in acquiring and deepening client relationships and revenue.
• Ability to work with affluent clients and cross-functional teams.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to optimize products and services.
• Collaborates with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients to specialists.
• Facilitates self-service options for clients to access accounts 24/7.
• Adheres to banking policies, procedures and regulatory requirements.

Skills

Communication skills

Relationship management

Client acquisition

Team orientation

Sales experience

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their complete banking relationship with a proactive advisory approach. You will grow client balances by soliciting referrals and leveraging internal and external sources.

The role requires delivering tailored financial education and advice while ensuring adherence to regulatory requirements and providing exceptional service within a branch setting.