Private Client Banker: Wealth Relationship Specialist

Aumni; Saint Petersburg (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Florida seeks a Private Client Banker to manage affluent clients and branch relationships with an advisory, solution-driven approach. You’ll collaborate with specialists to connect clients to experts and promote convenient access to accounts 24/7.

Applicants should have 1+ year in branch banking or equivalent, focus on new client acquisition, and comply with Dodd-Frank and SAFE Act requirements. Flexible hours including some weekends are expected.

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, cultivating, and maintaining customer relationships and revenue generation.
• SIE exam and FINRA Series 6/7 (or must be completed within 180 days); state registration (63/66 if required).
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school degree or GED (foreign equivalent acceptable).
• 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

New client acquisition

SIE readiness

FINRA Series 6/7 readiness

Regulatory compliance

Branch hours flexibility

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Florida seeks a Private Client Banker to manage affluent clients and branch relationships with an advisory, solution-driven approach. You’ll collaborate with specialists to connect clients to experts and promote convenient access to accounts 24/7.

Applicants should have 1+ year in branch banking or equivalent, focus on new client acquisition, and comply with Dodd-Frank and SAFE Act requirements. Flexible hours including some weekends are expected.