Private Client Banker: Wealth Builder for Affluent Clients

JPMorganChase; Summerville (SC); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorganChase in Summerville, SC seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients with education and advice tailored to their financial needs.

You will grow relationships, collaborate with specialists, and provide convenient self‑service access while ensuring compliance with banking regulations.

Licensing requirements include SIE, FINRA Series 6/7 and NMLS registration; weekend/evening hours may apply; high school degree required.

Qualifications

• Relationship-focused approach to acquire and deepen client relationships.
• Experience in banking or financial services with new client acquisition.
• Regulatory exam and licensing requirements or ability to complete.

Responsibilities

• Manage the banking relationship for affluent clients with an advisory approach.
• Collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers.
• Promote self-service access and ensure client convenience around the clock.
• Adhere to applicable banking regulations and compliance standards.

Skills

Relationship management

Client acquisition

Communication skills

Education

High school diploma or GED

College degree preferred

Tools

SIE exam

FINRA Series 6/7

NMLS registration

Job description

JPMorganChase in Summerville, SC seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients with education and advice tailored to their financial needs.

You will grow relationships, collaborate with specialists, and provide convenient self‑service access while ensuring compliance with banking regulations.

Licensing requirements include SIE, FINRA Series 6/7 and NMLS registration; weekend/evening hours may apply; high school degree required.