Private Client Banker – Wealth Relationships

JP Morgan Chase; Enfield (CT); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase is hiring a Private Client Banker in Branch Banking to serve a select group of affluent clients and broader customer base. You will manage the entire banking relationship with a proactive, advice-focused approach and work with specialists to address complex financial needs.

You will promote self-service options and adhere to regulatory and internal policies while supporting growth and client satisfaction in a branch setting.

Qualifications

• Demonstrated success using a relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with new client acquisition.
• SIE exam, FINRA Series 6/7, state registrations and Life licenses required or 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.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to offer best-fit products.
• Partners with Specialists to connect clients to experts for complex needs.
• Improves client convenience by promoting self-service options for 24/7 access.
• Follows all regulatory and internal policies and procedures.

Skills

Excellent communication

Affluent client relationships

Team orientation

Relationship building

Education

High school diploma or GED

Job description

JPMorgan Chase is hiring a Private Client Banker in Branch Banking to serve a select group of affluent clients and broader customer base. You will manage the entire banking relationship with a proactive, advice-focused approach and work with specialists to address complex financial needs.

You will promote self-service options and adhere to regulatory and internal policies while supporting growth and client satisfaction in a branch setting.