Private Client Banker & Wealth Relationship Advisor

Testing Site - JPMC; Hastings (MN); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase in Minnesota is seeking a Private Client Banker in Branch Banking to manage affluent clients with an advice-based approach and to grow balances through referrals and service excellence.

The role requires securities licenses (SIE, Series 6/7) or eligibility, plus compliance with Dodd-Frank and Truth in Lending Act. Weekend/evening hours are needed, and collaboration with specialists is essential.

Qualifications

• Demonstrated 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.
• SIE exam and FINRA Series 6/7 or equivalent licensing required or completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client relationships with an advice-based approach to offer best-fit products.
• Partners with Specialists to connect customers to experts for tailored needs.
• Facilitates self-service access to accounts for client convenience, 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Client acquisition

Communication skills

Regulatory compliance

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase in Minnesota is seeking a Private Client Banker in Branch Banking to manage affluent clients with an advice-based approach and to grow balances through referrals and service excellence.

The role requires securities licenses (SIE, Series 6/7) or eligibility, plus compliance with Dodd-Frank and Truth in Lending Act. Weekend/evening hours are needed, and collaboration with specialists is essential.