Private Client Banker: Wealth Relationship Manager

Testing Site - JPMC; Prince Frederick (MD); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase, a leading financial services firm, is seeking a Private Client Banker in Branch Banking to manage affluent clients and a broader customer base within the branch. The role focuses on proactive relationship management and cross-selling appropriate products and services.

The successful candidate will maintain client relationships through advice-based interactions, coordinate with specialists, and support clients with self-service options while complying with banking regulations and

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 and FINRA Series 6/7 and state licenses or must be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act requirements.
• National Mortgage Licensing System (NMLS) registration may be required.

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

Advisory skills

Regulatory compliance

Communication skills

Team orientation

Education

High school degree

Job description

JPMorgan Chase, a leading financial services firm, is seeking a Private Client Banker in Branch Banking to manage affluent clients and a broader customer base within the branch. The role focuses on proactive relationship management and cross-selling appropriate products and services.

The successful candidate will maintain client relationships through advice-based interactions, coordinate with specialists, and support clients with self-service options while complying with banking regulations and