Private Client Banker - Wealth & Relationship Specialist

JPMorganChase; Richmond (VA); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorganChase in the United States is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage full banking relationships using proactive, advice-based approaches and collaborate with specialists to meet clients' financial needs.

This role emphasizes relationship growth, adherence to regulations, and providing convenient access to banking services, with a focus on referrals and tailored financial solutions.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses required or must be completed within 180 days.
• 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 their accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Client acquisition

Communication skills

Financial services knowledge

Education

High school degree / GED or equivalent

Job description

JPMorganChase in the United States is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage full banking relationships using proactive, advice-based approaches and collaborate with specialists to meet clients' financial needs.

This role emphasizes relationship growth, adherence to regulations, and providing convenient access to banking services, with a focus on referrals and tailored financial solutions.