Private Client Banker: Wealth & Relationship Advisor

JPMorganChase; Plymouth (MN); On-site; USD 60,000 - 100,000; Full time

Job summary

JPMorgan Chase in Minnesota seeks a Private Client Banker to manage and deepen banking relationships with a select group of affluent clients and other customers in the branch. You will leverage a proactive, advice-based approach to grow balances and help clients meet financial goals.

In this role you will collaborate with Private Client Advisors and Mortgage Bankers to connect clients with experts, promote self-service options, and ensure adherence to regulatory requirements.

Qualifications

• Proven ability to grow client relationships and assets.
• Experience in branch banking and serving affluent clients is preferred.
• Compliance with financial regulations and licensing requirements.

Responsibilities

• Serve as main point of contact for Private Client Banking clients within the branch.
• Proactively identify referrals and connect clients to appropriate specialists.
• Educate clients on banking products and self-service options.
• Maintain regulatory compliance and adhere to policies.

Skills

Relationship-building

New client acquisition

Sales driven

Education

High School Diploma or GED

Job description

JPMorgan Chase in Minnesota seeks a Private Client Banker to manage and deepen banking relationships with a select group of affluent clients and other customers in the branch. You will leverage a proactive, advice-based approach to grow balances and help clients meet financial goals.

In this role you will collaborate with Private Client Advisors and Mortgage Bankers to connect clients with experts, promote self-service options, and ensure adherence to regulatory requirements.