Private Client Banker: Wealth Guidance & Client Relationships

Aumni; Illinois; On-site; USD 60,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker to serve a select group of affluent clients and branch customers.

You will manage comprehensive banking relationships with an advisory approach, drive growth through referrals, and partner with specialists for tailored financial solutions. Responsibilities include communicating Chase Private Client value, helping clients access self-service options, and ensuring adherence to regulatory requirements.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Experience in financial services with verifiable success in new client acquisition and revenue generation.
• Knowledge of required licenses or ability to obtain SIE, Series 6/7, and Life licenses; compliance with regulatory standards.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with an advice-based approach.
• Coordinates with Specialists to connect clients to experts for specialized needs.
• Facilitates self-service access for clients (24/7).
• Complies with bank policies, procedures, and regulatory requirements.

Skills

Relationship building

New client acquisition

Advisory approach

Regulatory compliance

Time management

Education

High school diploma

College degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker to serve a select group of affluent clients and branch customers.

You will manage comprehensive banking relationships with an advisory approach, drive growth through referrals, and partner with specialists for tailored financial solutions. Responsibilities include communicating Chase Private Client value, helping clients access self-service options, and ensuring adherence to regulatory requirements.