Private Client Banker — Wealth Relationship Advisor

Aumni; Henderson (NV); 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 relationships with affluent clients within a Branch. You will proactively offer banking solutions, deliver tailored education, and grow client balances by cross-selling suitable products.

The role requires strong communication, a track record in acquiring and deepening client relationships, and adherence to regulatory banking requirements. Weekend and some evening hours are expected.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7, state registration and Life licenses required or completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Makes lives of clients convenient by sharing and setting up self-service options to access their accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

Client services

Education

High school degree

College degree preferred

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage relationships with affluent clients within a Branch. You will proactively offer banking solutions, deliver tailored education, and grow client balances by cross-selling suitable products.

The role requires strong communication, a track record in acquiring and deepening client relationships, and adherence to regulatory banking requirements. Weekend and some evening hours are expected.