Private Client Banker: Wealth Relationships Advisor

JPMorgan Chase & Co.; Phoenix (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Phoenix, AZ, seeks a Private Client Banker to serve a selective group of affluent clients, managing their entire banking relationship with an advice-based approach.

You will actively acquire new clients, collaborate with specialists, and help clients access 24/7 self-service options while maintaining compliance with banking regulations. This role offers growth within a trusted financial institution.

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 to be completed within 180 days
• Compliance with Dodd-Frank/Truth in Lending Act
• 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 who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship management

Communication skills

New client acquisition

Team orientation

Sales in banking

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Phoenix, AZ, seeks a Private Client Banker to serve a selective group of affluent clients, managing their entire banking relationship with an advice-based approach.

You will actively acquire new clients, collaborate with specialists, and help clients access 24/7 self-service options while maintaining compliance with banking regulations. This role offers growth within a trusted financial institution.