Private Client Banker: Wealth Relationship Advisor

Testing Site - JPMC; Bluffton (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage affluent client relationships within a branch, providing education and advice tailored to meet financial needs.

The role emphasizes proactive relationship management, cross-team collaboration with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers, and enabling clients with self-service options.

Qualifications

• Proven 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.
• Compliance with regulatory requirements including Dodd-Frank/Truth in Lending Act.

Responsibilities

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

Skills

Relationship management

New client acquisition

Excellent communication

Customer service

Education

SIE exam / FINRA Series 6/7

NMLS registration requirement

High school diploma or GED

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage affluent client relationships within a branch, providing education and advice tailored to meet financial needs.

The role emphasizes proactive relationship management, cross-team collaboration with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers, and enabling clients with self-service options.