Private Client Banker: Wealth Relationship Advisor

Fairygodboss; Edmond (OK); On-site; USD 65,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers in the branch. You will manage relationships, provide education and advice, and drive growth by referrals and internal collaboration.

The role emphasizes an advice-based approach, collaboration with specialists, and adherence to regulatory requirements, including supporting self-service options for clients.

Qualifications

• Experience building and deepening client relationships in a banking environment.
• Track record in acquiring new clients and generating revenue.
• Familiarity with regulatory banking requirements and compliance standards.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to meet needs.
• Partners with specialists to connect customers with experts.
• Facilitates self-service options for 24/7 access to accounts.
• Adheres to policies and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Excellent communication

Team orientation

Regulatory compliance

Reliability and integrity

Education

High school degree or GED

College degree recommended

Job description

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers in the branch. You will manage relationships, provide education and advice, and drive growth by referrals and internal collaboration.

The role emphasizes an advice-based approach, collaboration with specialists, and adherence to regulatory requirements, including supporting self-service options for clients.