Private Client Banker - Wealth Growth & Client Advisory

Aumni; Chicago (IL); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in Chicago seeks an experienced Private Client Banker in Branch Banking to manage an affluent client group, deepen relationships, and promote the bank's comprehensive financial solutions.

You will collaborate with specialists, drive referrals, and ensure compliance with Dodd-Frank and SAFE Act requirements while delivering education and advice tailored to clients’ needs.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with revenue generation.
• Licensing requirements or must be completed within 180 days (SIE, FINRA 6/7, Life licenses).
• Compliance with Dodd Frank/Truth in Lending Act requirements.
• High school degree or foreign equivalent.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach for best products and services.
• Partners with Specialists to connect clients to experts for specialized financial needs.
• Facilitates self-service access to accounts 24/7 for client convenience.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

Effective communication

Education

High school diploma or equivalent

Job description

JPMorgan Chase & Co. in Chicago seeks an experienced Private Client Banker in Branch Banking to manage an affluent client group, deepen relationships, and promote the bank's comprehensive financial solutions.

You will collaborate with specialists, drive referrals, and ensure compliance with Dodd-Frank and SAFE Act requirements while delivering education and advice tailored to clients’ needs.