Private Client Banker: Wealth & Relationship Advisor

Next Frontier Capital; Arlington (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase in the United States is seeking a Private Client Banker in Branch Banking. You will be the main point of contact for a select group of Chase’s affluent clients, managing their complete banking relationship with a proactive, advice-based approach to meet their financial needs.

You will partner with Specialists to connect clients to experts for specialized financial needs and help make banking more convenient by promoting self-service options.

Qualifications

• Securities Industry Essentials (SIE) exam and FINRA Series 6/7 may be required within 180 days of starting
• State registration (63 or 66 if required) and Life licenses may be required within 180 days
• NMLS registration under the SAFE Act is required upon active employment
• Compliance with Dodd-Frank/Truth in Lending Act requirements
• High school degree, GED, or foreign equivalent
• 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 tailor products and services
• Partners with Specialists to connect clients to experts for specialized needs
• Facilitates self-service options to access accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

New client acquisition

Advisory skills

Communication

Education

High school diploma or GED

Tools

CRM software

NMLS knowledge

Job description

JPMorgan Chase in the United States is seeking a Private Client Banker in Branch Banking. You will be the main point of contact for a select group of Chase’s affluent clients, managing their complete banking relationship with a proactive, advice-based approach to meet their financial needs.

You will partner with Specialists to connect clients to experts for specialized financial needs and help make banking more convenient by promoting self-service options.