Private Client Banker: Wealth Relationship Advisor

Fairygodboss; Elk River (MN); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Minnesota seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients. You will manage their banking relationship, provide education and advice, and partner with Specialists to meet sophisticated financial needs.

The role emphasizes relationship growth, referrals, and adherence to regulatory guidelines, with a focus on delivering a tailored customer experience and seamless self-service options for clients.

Qualifications

• Demonstrated success growing client relationships and referrals.
• Experience in banking with new client acquisition and revenue generation.
• Knowledge of required regulatory licenses or willingness to obtain.
• Strong communication and service orientation.

Responsibilities

• Actively manages banking relationships to grow balances.
• Solicit referrals and develop internal/external sources.
• Coordinate with specialists to connect clients to experts.
• Promote self-service options for 24/7 access.
• Ensure compliance with Dodd-Frank/Lending rules.

Skills

Relationship building

New client acquisition

Account management

Excellent communication

Financial services knowledge

Education

High school diploma or equivalent

SIE exam / FINRA Series 6/7

NMLS registration

Job description

JPMorgan Chase & Co. in Minnesota seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients. You will manage their banking relationship, provide education and advice, and partner with Specialists to meet sophisticated financial needs.

The role emphasizes relationship growth, referrals, and adherence to regulatory guidelines, with a focus on delivering a tailored customer experience and seamless self-service options for clients.