Private Client Banker: Wealth & Relationship Advisor

JPMorgan Chase & Co.; South Burlington (VT); On-site; USD 65,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in our branch network to serve a select group of affluent clients.

You will manage their banking relationship with a proactive, advice-based approach, helping clients access tailored solutions and education to meet their financial goals. The role emphasizes collaboration with specialists, delivering convenient self-service options, and strict adherence to banking regulatory requirements.

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.
• SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) within 180 days of starting.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.

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

New client acquisition

Excellent communication

Sales experience

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in our branch network to serve a select group of affluent clients.

You will manage their banking relationship with a proactive, advice-based approach, helping clients access tailored solutions and education to meet their financial goals. The role emphasizes collaboration with specialists, delivering convenient self-service options, and strict adherence to banking regulatory requirements.