Private Client Banker — Wealth & Relationship Advisor

JP Morgan Chase; Simsbury (CT); On-site; USD 60,000 - 90,000; Full time

Job summary

JP Morgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of Chase’s affluent clients and other customers. You will manage their complete banking relationships with an advice-based approach to grow balances and outcomes.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists and enable convenient 24/7 access while adhering to all regulatory requirements.

Qualifications

• Proven ability to acquire and deepen client relationships in financial services.
• Excellent communication and interpersonal skills for client engagement.
• Ability to meet regulatory and compliance requirements in banking.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to grow balances.
• Partners with specialists to connect clients to experts for needs.
• Facilitates self-service access and 24/7 account access for clients.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Communication skills

Sales & revenue focus

Customer service

Education

High school diploma or GED

Job description

JP Morgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of Chase’s affluent clients and other customers. You will manage their complete banking relationships with an advice-based approach to grow balances and outcomes.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists and enable convenient 24/7 access while adhering to all regulatory requirements.