Private Client Banker: Wealth Relationship Lead

JPMorgan Chase & Co.; Bradenton (FL); On-site; USD 65,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in Florida is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients. You will manage complete banking relationships and proactively generate growth in client balances through referrals and cross-team collaboration.

The role emphasizes an advice-based approach, collaboration with specialists, and adherence to regulatory requirements. Weekend/evening hours are required as part of branch operations.

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 with verifiable success in new client acquisition and revenue generation.
• SIE exam and FINRA Series 6/7, state registration (63/66 if required) or must be completed within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• 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 eligible clients.
• Manages client banking relationships with an advice-based approach to grow balances and revenue.
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts.
• Increases client convenience by promoting self-service options available 24/7.
• Adheres to all policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

New client acquisition

Revenue generation

Regulatory compliance

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Florida is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients. You will manage complete banking relationships and proactively generate growth in client balances through referrals and cross-team collaboration.

The role emphasizes an advice-based approach, collaboration with specialists, and adherence to regulatory requirements. Weekend/evening hours are required as part of branch operations.