Private Client Banker: Wealth Relationship Advisor

JPMorgan Chase & Co.; Philadelphia (Philadelphia County); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Philadelphia is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients and manage their complete banking relationship, using a proactive approach to grow balances.

You will collaborate with Specialists to connect clients to experts for tailored financial needs and help customers access self-service options 24/7.

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 verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Compliance with applicable banking regulations and licensing requirements.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages banking relationships through an advice-based approach to provide best-suited products and services.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Helps clients access self-service options 24/7 and adheres to policies and regulatory requirements.

Skills

Relationship building

Client acquisition

Communication skills

Team oriented

Banking experience

Education

High school diploma

College degree

Job description

JPMorgan Chase & Co. in Philadelphia is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients and manage their complete banking relationship, using a proactive approach to grow balances.

You will collaborate with Specialists to connect clients to experts for tailored financial needs and help customers access self-service options 24/7.