Private Client Banker: Wealth Relationships & Advisory

JPMorganChase; Boca Raton (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health care coverage

Wellness centers on site

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Total rewards package

Job summary

JPMorganChase is seeking a Private Client Banker to lead client relationships in the Branch Banking team, focusing on affluent clients and growth through referrals. You will manage the full banking relationship with an advisory approach and coordinate with specialists to meet complex needs.

The role requires strong communication, a commitment to compliance, and flexibility to work branch hours, including weekends and some evenings.

Qualifications

• Demonstrated success using a relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking experience with revenue generation and client acquisition.
• SIE exam, FINRA Series 6/7, state registration and Life licenses required or to be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school degree, GED, or foreign equivalent.

Responsibilities

• Share the value of Chase Private Client with eligible clients and manage their banking relationship.
• Connect clients to specialists for specialized financial needs and advise on best products and services.
• Promote self-service options and access to accounts 24/7 while ensuring regulatory adherence.

Skills

Relationship-building

New client acquisition

Communication skills

Financial services experience

Regulatory compliance

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorganChase is seeking a Private Client Banker to lead client relationships in the Branch Banking team, focusing on affluent clients and growth through referrals. You will manage the full banking relationship with an advisory approach and coordinate with specialists to meet complex needs.

The role requires strong communication, a commitment to compliance, and flexibility to work branch hours, including weekends and some evenings.