Private Client Banker: Wealth & Relationship Advisor

Next Frontier Capital; Richmond (VA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker to be the main point of contact for a select group of Chase’s affluent clients and other customers in the Branch. You will manage their complete banking relationship and actively solicit referrals to grow balances.

You will work with Specialists to connect clients to experts and facilitate self-service access, while ensuring compliance with banking regulations and internal policies.

Qualifications

• 1+ year banking experience with proven ability to acquire and deepen client relationships.
• SIE exam, FINRA Series 6/7 and state registrations or completion within 180 days of starting.
• 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 more convenient by sharing and setting up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Client acquisition & revenue growth

Financial services experience

Licensing & registrations (SIE/FINRA 6

Regulatory compliance

Availability for weekends/evenings

Excellent communication skills

Education

High School Diploma or GED

Bachelor's degree or military equivalent

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker to be the main point of contact for a select group of Chase’s affluent clients and other customers in the Branch. You will manage their complete banking relationship and actively solicit referrals to grow balances.

You will work with Specialists to connect clients to experts and facilitate self-service access, while ensuring compliance with banking regulations and internal policies.