Private Client Banker - Wealth Advisory & Relationships

JPMorgan Chase & Co.; Seven Hills (OH); On-site; USD 60,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker in Branch Banking who will serve a select group of affluent clients.

You will manage their full banking relationship, provide education and advice, and help clients access a full range of Chase products and services. In this role you will collaborate with Private Client Advisors and other specialists, encourage referrals, and promote self-service options to enhance client convenience while maintaining compliance with

Qualifications

• Experience in branch banking with client relationship focus.
• Knowledge of securities exams (SIE, Series 6/7) or willingness to obtain.
• Ability to work flexible hours, including weekends.

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 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 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship management

New client acquisition

Excellent communication

Regulatory compliance

Education

High school degree

College degree or military equivalent

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker in Branch Banking who will serve a select group of affluent clients.

You will manage their full banking relationship, provide education and advice, and help clients access a full range of Chase products and services. In this role you will collaborate with Private Client Advisors and other specialists, encourage referrals, and promote self-service options to enhance client convenience while maintaining compliance with