Private Client Banker: Wealth Advisory & Relationships

JP Morgan Chase; Waukesha (WI); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase in Wisconsin seeks a Private Client Banker in Branch Banking to manage affluent clients and a broader customer base. You will grow balances through advice-based relationships and referrals, coordinating with specialists to meet complex financial needs.

The role requires regulatory compliance, licenses or eligibility for NMLS, SIE and FINRA as applicable, and weekend/evening hours. A strong commitment to customer service is essential.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services with verifiable success in acquiring, cultivating and maintaining client relationships and revenue.
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) or must be completed within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• NMLS registration under the SAFE Act after start of employment.
• 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 provide best-fit products and services.
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts.
• Promotes self-service options to access accounts 24/7.
• Adheres to banking policies, procedures and regulatory requirements.

Skills

Relationship building

New client acquisition

Communication skills

Financial services knowledge

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase in Wisconsin seeks a Private Client Banker in Branch Banking to manage affluent clients and a broader customer base. You will grow balances through advice-based relationships and referrals, coordinating with specialists to meet complex financial needs.

The role requires regulatory compliance, licenses or eligibility for NMLS, SIE and FINRA as applicable, and weekend/evening hours. A strong commitment to customer service is essential.