Private Client Banker: Wealth Relationship Specialist

JPMorgan Chase; Orlando (FL); On-site; USD 52,000 - 85,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker to serve a select group of affluent clients in a Chase branch. You will manage comprehensive banking relationships, solicit referrals, and promote Chase solutions with a client-focused, advisory approach.

The role requires licensing (SIE, Series 6, state registrations) and compliance with bank policies. Evening and weekend hours may be required, with comprehensive onboarding.

Qualifications

• Demonstrated success in acquiring and deepening client relationships.
• 1+ year Branch Banking Banker or equivalent experience in Financial Services sales.
• Ability to create memorable experiences for clients and tailor product features.

Responsibilities

• Put clients first and exceed expectations with attentive service.
• Manage banking relationships using an advice-based approach to recommend products.
• Communicate clearly to understand and anticipate client needs.
• Educate clients on technology solutions like mobile app and online banking.
• Learn products and procedures quickly and collaborate with experts.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship-building

Financial services sales

Excellent communication

Client advisory

Risk & compliance

Branch banking experience

Licensing knowledge

Time management

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase is seeking a Private Client Banker to serve a select group of affluent clients in a Chase branch. You will manage comprehensive banking relationships, solicit referrals, and promote Chase solutions with a client-focused, advisory approach.

The role requires licensing (SIE, Series 6, state registrations) and compliance with bank policies. Evening and weekend hours may be required, with comprehensive onboarding.