Private Client Banker: Wealth Relationship Architect

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Chicago is seeking a Private Client Banker to manage relationships with select affluent clients and other customers in the Branch.

You will oversee their complete banking relationship with an advice-based approach to drive growth and balances. You will collaborate with Specialists to connect clients to mortgage bankers, private client advisors, and business relationship managers, helping clients access accounts via self-service tools around the clock while ensuring

Qualifications

• Proven success in acquiring and maintaining client relationships.
• Experience in financial services and revenue generation.
• Compliance with banking regulations and required licenses.

Responsibilities

• Act as the main point of contact for affluent clients within the branch.
• Manage client relationships with an advice-based approach to grow balances.
• Collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers.
• Promote self-service options to access accounts 24/7 and ensure regulatory compliance.
• Solicit referrals and develop internal/external sources to acquire new clients.

Skills

Relationship building

New client acquisition

Communication skills

Financial services experience

Education

College degree or military equivalent

High school degree or GED

Job description

JPMorgan Chase & Co. in Chicago is seeking a Private Client Banker to manage relationships with select affluent clients and other customers in the Branch.

You will oversee their complete banking relationship with an advice-based approach to drive growth and balances. You will collaborate with Specialists to connect clients to mortgage bankers, private client advisors, and business relationship managers, helping clients access accounts via self-service tools around the clock while ensuring