Private Client Banker & Wealth Relationship Advisor

Aumni; Florida; On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Florida seeks a Private Client Banker to serve a select group of affluent clients and branch customers, managing relationships across products and services to grow balances.

You will actively solicit referrals and coordinate with internal teams to deliver tailored financial solutions. The role emphasizes a proactive advisory approach, collaboration with specialists, and adherence to regulatory standards while delivering excellent customer service and education on

Qualifications

• Proven success using a relationship-based approach to acquire and deepen client relationships.
• 1+ year branch banking banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7, and state registration or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma or equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationship through an advice-based approach to provide best products.
• Partners with specialists to connect customers to experts for specialized needs.
• Enables self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

New client acquisition

Financial services experience

Regulatory compliance

Hours flexibility

Excellent communication

Team orientation

SIE/FINRA licensing requirements

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Florida seeks a Private Client Banker to serve a select group of affluent clients and branch customers, managing relationships across products and services to grow balances.

You will actively solicit referrals and coordinate with internal teams to deliver tailored financial solutions. The role emphasizes a proactive advisory approach, collaboration with specialists, and adherence to regulatory standards while delivering excellent customer service and education on