Private Client Banker: Wealth & Relationship Advisor

JPMorgan Chase & Co.; Morrisville (Bucks County); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to manage affluent clients and broader customers in the branch. You will cultivate relationships, provide education and advice, and drive growth while coordinating with specialists to connect clients to experts.

The role emphasizes an advice-based approach, retention of clients, and adherence to banking policies. Weekend/evening hours may be required to serve clients efficiently.

Qualifications

• Relationship-based approach to acquire and deepen client relationships.
• Experience in acquiring new clients and generating revenue.
• Strong communication skills for client interactions.
• Familiarity with banking regulations and compliance expectations.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to meet needs.

Skills

Relationship-building

New client acquisition

Communication skills

Regulatory knowledge

Education

High school degree / GED / foreign equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to manage affluent clients and broader customers in the branch. You will cultivate relationships, provide education and advice, and drive growth while coordinating with specialists to connect clients to experts.

The role emphasizes an advice-based approach, retention of clients, and adherence to banking policies. Weekend/evening hours may be required to serve clients efficiently.